HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
+2.24%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-2.7%)
Cap. Flow
+$5.16M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
58.53%
Holding
69
New
28
Increased
8
Reduced
29
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$22.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$7.29M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.58M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$5.81M |
Top Sells
Sector Composition
| 1 | Real Estate | 2.59% |
| 2 | Technology | 0.47% |
| 3 | Energy | 0.16% |
| 4 | Consumer Staples | 0.14% |
| 5 | Consumer Discretionary | 0% |
