HHRDM
H&H Retirement Design & Management Portfolio holdings
AUM
$182M
This Quarter Return
+1.72%
1 Year Return
+9.29%
3 Year Return
+23.74%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-4.2%)
Cap. Flow
-$9.69M
Cap. Flow
% of AUM
-6.44%
Top 10 Holdings %
Top 10 Hldgs %
63.73%
Holding
58
New
3
Increased
8
Reduced
40
Closed
–
Top Buys
| 1 |
Charles Schwab
SCHW
|
$240K |
| 2 |
Vanguard Financials ETF
VFH
|
$206K |
| 3 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$202K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$200K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$32.6K |
Top Sells
Sector Composition
| 1 | Real Estate | 1.49% |
| 2 | Technology | 0.43% |
| 3 | Financials | 0.32% |
| 4 | Consumer Staples | 0.3% |
| 5 | Energy | 0.17% |
