HHRDM

H&H Retirement Design & Management Portfolio holdings

AUM $182M
1-Year Est. Return 9.29%
This Quarter Est. Return
1 Year Est. Return
+9.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$560K
3
+$521K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$469K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$443K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$421K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$419K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$411K

Sector Composition

1 Technology 3.63%
2 Consumer Discretionary 2.2%
3 Healthcare 1.82%
4 Communication Services 1.76%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.5K 0.02%
18,668
77
– –
-5,458
78
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-20,641
79
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-4,246
80
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-5,650
81
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-10,738
82
– –
-6,068
83
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-5,716
84
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-8,097
85
– –
-7,182
86
– –
-7,148
87
– –
-1,485
88
– –
-2,041
1 2 3
4