RRCM

Rappaport Reiches Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 7.92%
This Quarter Est. Return
1 Year Est. Return
+7.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$1.46M
3
+$1.34M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.25M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.09M

Top Sells

1
+$1.83M
2
+$50.8K
3
+$44.7K
4
META icon
Meta Platforms (Facebook)
META
+$35.7K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$32.6K

Sector Composition

1 Technology 7.58%
2 Healthcare 4.17%
3 Communication Services 2.98%
4 Financials 2.21%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.22%
5,011
+2
52
$253K 0.22%
11,983
+327
53
$236K 0.2%
7,629
+344
54
$235K 0.2%
4,041
+51
55
$231K 0.2%
290
56
$223K 0.19%
+1,920
57
$222K 0.19%
1,399
-43
58
$217K 0.19%
+7,360
59
$215K 0.19%
640
-106
60
$201K 0.17%
+6,813
1 2
3