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
$148M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$348K
2 +$277K
3 +$255K
4
MO icon
Altria Group
MO
+$224K
5
AMZN icon
Amazon
AMZN
+$197K

Sector Composition

1 Financials 8.67%
2 Technology 1.95%
3 Consumer Discretionary 1.79%
4 Communication Services 1.29%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-40
327
$0 ﹤0.01%
1
328
$0 ﹤0.01%
8
329
-75