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
$223M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.19M
3
+$1.54M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.12M

Top Sells

1
+$1.18M
2
+$1.16M
3
+$876K
4
AAPL icon
Apple
AAPL
+$689K
5
BWIN
Baldwin Insurance Group
BWIN
+$502K

Sector Composition

1 Technology 2.94%
2 Financials 2.6%
3 Healthcare 1.1%
4 Consumer Discretionary 0.62%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
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