RRCM
Rappaport Reiches Capital Management Portfolio holdings
AUM
$400M
This Quarter Return
+6.26%
1 Year Return
+7.92%
3 Year Return
+17.58%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+11%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
73.77%
Holding
86
New
6
Increased
23
Reduced
29
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$7.24M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$2.09M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.62M |
| 4 |
JPMorgan Chase
JPM
|
$449K |
| 5 |
Deere & Co
DE
|
$434K |
Sector Composition
| 1 | Technology | 9.78% |
| 2 | Financials | 4.03% |
| 3 | Healthcare | 1.84% |
| 4 | Communication Services | 1.64% |
| 5 | Consumer Discretionary | 1.11% |
