RCA
Runnymede Capital Advisors Portfolio holdings
AUM
$116M
1-Year Est. Return
35.62%
This Fund
S&P 500
1 Year Est. Return
+35.62%
AUM
$116M
AUM Growth
-$57.2M
(-33%)
Holding
133
Top Buys
| 1 | +$13.7M | |
| 2 | +$8.45M | |
| 3 | +$8.23M | |
| 4 |
iShares US Technology ETF
IYW
|
+$5.59M |
| 5 |
Lam Research
LRCX
|
+$5.09M |
Top Sells
| 1 | +$9.89M | |
| 2 | +$9.06M | |
| 3 | +$5.81M | |
| 4 |
GE Aerospace
GE
|
+$5.79M |
| 5 |
JPMorgan Chase
JPM
|
+$5.05M |
Sector Composition
| 1 | Technology | 31.4% |
| 2 | Communication Services | 7.99% |
| 3 | Consumer Discretionary | 6.29% |
| 4 | Financials | 4.56% |
| 5 | Energy | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Information Technology ETF
VGT
$15.2B
| – | – |
-1,154
|
|
||
127
Vanguard S&P 500 ETF
VOO
$885B
| – | – |
-992
|
|
||
128
Williams-Sonoma
WSM
$24.1B
| – | – |
-7,536
|
|