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
$123M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$5.94M
3 +$5.23M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.62M

Sector Composition

1 Financials 6.41%
2 Communication Services 0.48%
3 Energy 0.45%
4 Consumer Staples 0.44%
5 Technology 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
101
202
$6K ﹤0.01%
80
203
$6K ﹤0.01%
+221
204
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+90
205
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206
+106
206
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175
+8
207
$6K ﹤0.01%
+302
208
$5K ﹤0.01%
87
209
$5K ﹤0.01%
34
210
$5K ﹤0.01%
+34
211
$5K ﹤0.01%
+84
212
$5K ﹤0.01%
28
+20
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+50
214
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356
+56
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$5K ﹤0.01%
+89
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+36
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135
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+105
219
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18
220
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67
+39
221
$5K ﹤0.01%
68
222
$4K ﹤0.01%
+70
223
$4K ﹤0.01%
+27
224
$4K ﹤0.01%
200
225
$4K ﹤0.01%
+64