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
176
$20.7K 0.02%
+75
177
$20.2K 0.02%
+100
178
$19.7K 0.02%
+852
179
$19.5K 0.02%
+34
180
$19.4K 0.02%
+126
181
$19.4K 0.02%
+225
182
$17.8K 0.02%
+134
183
$17.7K 0.02%
+80
184
$17.6K 0.02%
+48
185
$17.4K 0.02%
+150
186
$16.3K 0.01%
+361
187
$15.2K 0.01%
+26
188
$15K 0.01%
+477
189
$14.8K 0.01%
+562
190
$14.7K 0.01%
+240
191
$14.7K 0.01%
+80
192
$14.7K 0.01%
+44
193
$14.5K 0.01%
+170
194
$14.5K 0.01%
+381
195
$13.7K 0.01%
+157
196
$13.5K 0.01%
+49
197
$13.1K 0.01%
+385
198
$13K 0.01%
+215
199
$12.5K 0.01%
+232
200
$12.5K 0.01%
+51
6 7
8
9 10