HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
+7.12%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+4.8%)
Cap. Flow
+$712K
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
88
New
1
Increased
45
Reduced
17
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$1.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.28M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$421K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$419K |
| 5 |
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% |
