RPCA

Running Point Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 9.93%
This Quarter Est. Return
1 Year Est. Return
+9.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.38M
3
+$1.06M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$955K
5
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$674K

Top Sells

1
+$1.52M
2
+$895K
3
+$676K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$654K
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$547K

Sector Composition

1 Technology 3.32%
2 Financials 2.41%
3 Healthcare 0.98%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
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