RCG
Ruggie Capital Group Portfolio holdings
AUM
$1.94M
1-Year Return
7.96%
This Quarter Return
+2.57%
1 Year Return
+7.96%
3 Year Return
+21.93%
5 Year Return
+52.78%
10 Year Return
–
AUM
$148M
AUM Growth
+$13.7M
(+10%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
59.23%
Holding
329
New
54
Increased
48
Reduced
39
Closed
37
Top Buys
Top Sells
| 1 |
Invesco BuyBack Achievers ETF
PKW
|
$348K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$277K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$255K |
| 4 |
Altria Group
MO
|
$224K |
| 5 |
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% |
