RPCA
Running Point Capital Advisors Portfolio holdings
AUM
$362M
1-Year Return
10.38%
This Quarter Return
-0.62%
1 Year Return
+10.38%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$33.2M
(+13%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
12.37%
Top 10 Holdings %
Top 10 Hldgs %
53.31%
Holding
167
New
16
Increased
56
Reduced
34
Closed
5
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$25.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.4M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$1.34M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.11M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$1.03M |
Top Sells
Sector Composition
| 1 | Financials | 3.32% |
| 2 | Technology | 2.85% |
| 3 | Healthcare | 0.82% |
| 4 | Consumer Discretionary | 0.57% |
| 5 | Communication Services | 0.45% |
