RRCM
Rappaport Reiches Capital Management Portfolio holdings
AUM
$400M
This Quarter Return
+3.51%
1 Year Return
+7.92%
3 Year Return
+17.58%
5 Year Return
–
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(+6.2%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
69.24%
Holding
111
New
8
Increased
50
Reduced
28
Closed
12
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.64M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.01M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.9M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.74M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
$2.81M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.42M |
| 2 |
Eaton
ETN
|
$1.37M |
| 3 |
AbbVie
ABBV
|
$1.22M |
| 4 |
Blackstone
BX
|
$1.21M |
| 5 |
Apple
AAPL
|
$1.18M |
Sector Composition
| 1 | Technology | 11.69% |
| 2 | Financials | 3.02% |
| 3 | Communication Services | 2.24% |
| 4 | Healthcare | 1.22% |
| 5 | Consumer Discretionary | 1.14% |
