RPCA
Running Point Capital Advisors Portfolio holdings
AUM
$362M
1-Year Return
10.38%
This Quarter Return
+7.45%
1 Year Return
+10.38%
3 Year Return
+41.33%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$2.27M
(+1.4%)
Cap. Flow
-$8.11M
Cap. Flow
% of AUM
-4.91%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
215
New
6
Increased
39
Reduced
25
Closed
68
Top Buys
| 1 |
Texas Instruments
TXN
|
$207K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$164K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$154K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$92.4K |
| 5 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$88.8K |
Top Sells
Sector Composition
| 1 | Technology | 4.26% |
| 2 | Financials | 2.03% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Communication Services | 0.68% |
| 5 | Consumer Staples | 0.5% |
