RCG
Ruggie Capital Group Portfolio holdings
AUM
$1.94M
This Quarter Return
+3.74%
1 Year Return
+7.96%
3 Year Return
+21.93%
5 Year Return
+52.78%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+3%)
Cap. Flow
-$93.6M
Cap. Flow
% of AUM
-83.52%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
243
New
18
Increased
40
Reduced
40
Closed
47
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.9M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$1.48M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.4M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$1.13M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.04M |
Top Sells
Sector Composition
| 1 | Financials | 8.38% |
| 2 | Consumer Discretionary | 1.98% |
| 3 | Technology | 1.65% |
| 4 | Communication Services | 0.93% |
| 5 | Energy | 0.36% |
