RPCA
Running Point Capital Advisors Portfolio holdings
AUM
$362M
1-Year Return
10.38%
This Quarter Return
+2.69%
1 Year Return
+10.38%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$10.8M
(+6.3%)
Cap. Flow
+$6.71M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
52.05%
Holding
141
New
16
Increased
53
Reduced
18
Closed
4
Top Buys
Top Sells
| 1 |
Beyond Meat
BYND
|
$2.5M |
| 2 |
Apple
AAPL
|
$1.1M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$368K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$348K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$267K |
Sector Composition
| 1 | Communication Services | 3.74% |
| 2 | Technology | 1.87% |
| 3 | Financials | 1.57% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Industrials | 0.35% |
