HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
1-Year Est. Return
9.29%
1 Year Est. Return
+9.29%
AUM
$150M
AUM Growth
-$14.4M
(-8.7%)
Holding
77
Top Buys
| 1 | +$415K | |
| 2 | +$167K | |
| 3 | +$133K | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$91.2K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$53.2K |
Top Sells
| 1 | +$279K | |
| 2 | +$248K | |
| 3 | +$229K | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$163K |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$80.8K |
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Consumer Discretionary | 2.12% |
| 3 | Communication Services | 1.6% |
| 4 | Financials | 1.59% |
| 5 | Healthcare | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OPI
76
DELISTED
Office Properties Income Trust
OPI
| $6.35K | ﹤0.01% |
18,668
|
|
||
77
Philip Morris
PM
$245B
| – | – |
-1,807
|
|