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
$134M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$3.39M
3 +$3.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.83M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.24M

Sector Composition

1 Financials 9.58%
2 Technology 2.01%
3 Consumer Discretionary 1.99%
4 Communication Services 1.51%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21K 0.02%
+500
152
$20K 0.01%
92
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+1,062
154
$19K 0.01%
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500
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$17K 0.01%
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$15K 0.01%
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525
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174
$12K 0.01%
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175
$12K 0.01%
+183