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RPCA
Running Point Capital Advisors Portfolio holdings
AUM
$367M
1-Year Est. Return
12.19%
This Fund
S&P 500
This Quarter
Est. Return
+9.92%
1 Year Est. Return
+12.19%
3 Year Est. Return
+52.1%
5 Year Est. Return
+37.6%
10 Year Est. Return
–
AUM
$205M
AUM Growth
+$32.5M
(+19%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
7.16%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
173
New
24
Increased
44
Reduced
61
Closed
11
Top Buys
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$10.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$6.05M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$5.79M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$4.7M |
| 5 |
Global X Emerging Markets Bond ETF
EMBD
|
+$3.91M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$7.65M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$7.14M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$3.77M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.47M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$2.43M |
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 1.98% |
| 3 | Communication Services | 1.03% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.51% |
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