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
$273M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.27M
3
+$2.07M
4
BND icon
Vanguard Total Bond Market
BND
+$1.68M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.44M

Top Sells

1
+$237K
2
+$218K
3
+$127K
4
TSLA icon
Tesla
TSLA
+$105K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$105K

Sector Composition

1 Technology 9.81%
2 Financials 3.42%
3 Communication Services 1.66%
4 Healthcare 1.43%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.08%
1,665
+4
77
$215K 0.08%
13,808
+8
78
$209K 0.08%
+2,791
79
$203K 0.07%
+1,485
80
$202K 0.07%
+1,220
81
$190K 0.07%
+17,921
82
$181K 0.07%
11,375
83
$3.64K ﹤0.01%
2,139
84
– –
-9,000
85
– –
-5,972
1 2 3
4