RPCA
Running Point Capital Advisors Portfolio holdings
AUM
$362M
1-Year Return
10.38%
This Quarter Return
+9.92%
1 Year Return
+10.38%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$32.5M
(+19%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
7.44%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
173
New
24
Increased
44
Reduced
61
Closed
11
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$10.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$6.46M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$6.25M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$5.02M |
| 5 |
Global X Emerging Markets Bond ETF
EMBD
|
$4.11M |
Top Sells
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 1.98% |
| 3 | Communication Services | 1.03% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.51% |
