RCA

Runnymede Capital Advisors Portfolio holdings

AUM $121M
1-Year Est. Return 33.01%
This Quarter Est. Return
1 Year Est. Return
+33.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$8.1M
3
+$7.66M
4
AAPL icon
Apple
AAPL
+$7.12M
5
MSFT icon
Microsoft
MSFT
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.51%
2 Consumer Discretionary 8.01%
3 Financials 7.28%
4 Communication Services 5.91%
5 Energy 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48.3K 0.04%
+1,194
127
$47.6K 0.04%
+1,985
128
$47.4K 0.04%
+180
129
$47.4K 0.04%
+445
130
$47.2K 0.04%
+417
131
$46.6K 0.04%
+526
132
$46.3K 0.04%
+870
133
$45.6K 0.04%
+175
134
$44.7K 0.04%
+735
135
$41.8K 0.04%
+460
136
$41.8K 0.04%
+86
137
$40.1K 0.04%
+264
138
$39.4K 0.03%
+820
139
$39.2K 0.03%
+902
140
$38.7K 0.03%
+550
141
$37.6K 0.03%
+260
142
$37.5K 0.03%
+300
143
$37K 0.03%
+152
144
$36.5K 0.03%
+235
145
$36.3K 0.03%
+480
146
$35.2K 0.03%
+1,200
147
$34.9K 0.03%
+150
148
$34.6K 0.03%
+1,500
149
$34.4K 0.03%
+520
150
$33.7K 0.03%
+264
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