RFP

RCS Financial Planning Portfolio holdings

AUM $201M
1-Year Est. Return 9.06%
This Quarter Est. Return
1 Year Est. Return
+9.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.71%
2 Financials 1.15%
3 Industrials 0.39%
4 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.2%
+8,681