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
$339M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.9M
3
+$3.74M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.81M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.88M

Top Sells

1
+$1.42M
2
+$1.37M
3
+$1.22M
4
BX icon
Blackstone
BX
+$1.21M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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-9,000
107
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110
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-5,526
1 2 3 4
5