RCA

Runnymede Capital Advisors Portfolio holdings

AUM $174M
1-Year Est. Return 28.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.61M
3
+$774K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$399K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$345K

Top Sells

1
+$2.94M
2
+$673K
3
+$474K
4
AAPL icon
Apple
AAPL
+$399K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$345K

Sector Composition

1 Technology 27.87%
2 Consumer Discretionary 7.58%
3 Financials 6.84%
4 Communication Services 5.89%
5 Energy 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
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