RRCM
Rappaport Reiches Capital Management Portfolio holdings
AUM
$400M
1-Year Est. Return
7.92%
1 Year Est. Return
+7.92%
AUM
$400M
AUM Growth
+$12.8M
(+3.3%)
Holding
128
Top Buys
| 1 | +$3.43M | |
| 2 | +$2.82M | |
| 3 | +$2.21M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.84M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$897K |
Top Sells
| 1 | +$410K | |
| 2 | +$352K | |
| 3 | +$232K | |
| 4 |
Advanced Micro Devices
AMD
|
+$224K |
| 5 |
Fortune Brands Innovations
FBIN
|
+$219K |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Financials | 3.69% |
| 3 | Communication Services | 2.26% |
| 4 | Healthcare | 1.29% |
| 5 | Consumer Discretionary | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab Fundamental US Small Company Index ETF
FNDA
$9.06B
| – | – |
-7,000
|
|
||
127
iShares Russell 2000 ETF
IWM
$70.7B
| – | – |
-944
|
|
||
128
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-3,884
|
|