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
$104M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$115K
3
+$75.7K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$61.8K
5
HMC icon
Honda
HMC
+$58.4K

Top Sells

1
+$1.34M
2
+$417K
3
+$413K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$354K
5
ROM icon
ProShares Ultra Technology
ROM
+$271K

Sector Composition

1 Technology 23.95%
2 Consumer Discretionary 7.48%
3 Financials 7.31%
4 Communication Services 5.4%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.2K 0.02%
350
-2,566
177
$18.8K 0.02%
852
178
$18.3K 0.02%
50
179
$18.1K 0.02%
50
-16
180
$17.4K 0.02%
562
181
$17.4K 0.02%
80
182
$17.4K 0.02%
126
183
$16.7K 0.02%
129
+54
184
$16.1K 0.02%
49
185
$16.1K 0.02%
48
186
$15.6K 0.02%
225
187
$14.9K 0.01%
44
188
$14.5K 0.01%
26
189
$14.4K 0.01%
240
190
$13.2K 0.01%
150
191
$12.7K 0.01%
276
-9,088
192
$12.4K 0.01%
56
-96
193
$12.3K 0.01%
385
194
$12.2K 0.01%
228
195
$11.1K 0.01%
171
196
$11.1K 0.01%
170
197
$10.9K 0.01%
250
-111
198
$10.7K 0.01%
37
199
$10.5K 0.01%
89
200
$10.4K 0.01%
77
6 7
8
9 10