HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
1-Year Est. Return
9.29%
1 Year Est. Return
+9.29%
AUM
$182M
AUM Growth
+$31.9M
(+21%)
Holding
82
Top Buys
| 1 | +$2.38M | |
| 2 | +$1.31M | |
| 3 | +$767K | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$644K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$571K |
Top Sells
| 1 | +$229K | |
| 2 | +$224K | |
| 3 | +$201K | |
| 4 |
Mastercard
MA
|
+$163K |
| 5 |
Visa
V
|
+$75.1K |
Sector Composition
| 1 | Technology | 3.81% |
| 2 | Consumer Discretionary | 2.19% |
| 3 | Financials | 1.81% |
| 4 | Communication Services | 1.78% |
| 5 | Healthcare | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
| $243K | 0.13% |
4,425
-4,089
|
|
||
77
Chevron
CVX
$310B
| $235K | 0.13% |
1,571
-5
|
|
||
|
DHC
78
Diversified Healthcare Trust
DHC
$1.01B
| $232K | 0.13% |
67,963
|
|
||
79
UnitedHealth
UNH
$331B
| $218K | 0.12% |
774
+74
|
|
||
|
RC
80
Ready Capital
RC
$518M
| $73.7K | 0.04% |
17,453
|
|
||
|
OPI
81
DELISTED
Office Properties Income Trust
OPI
| $4.58K | ﹤0.01% |
18,668
|
|
||
82
iShares Convertible Bond ETF
ICVT
$3.02B
| – | – |
-2,476
|
|