RCG

Ruggie Capital Group Portfolio holdings

AUM $1.94M
1-Year Est. Return 7.96%
This Quarter Est. Return
1 Year Est. Return
+7.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94M
AUM Growth
+$721K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$129K
2 +$88K
3 +$80K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$73.2K
5
AAPL icon
Apple
AAPL
+$41K

Top Sells

1 +$9K
2 +$3K

Sector Composition

1 Financials 21.4%
2 Real Estate 11.47%
3 Healthcare 9.25%
4 Consumer Staples 5.68%
5 Industrials 5.01%