RFP
RCS Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
+6.73%
1 Year Return
+9.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.77%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Intl Value Factor ETF
IVLU
$2.56B
| $201K | 0.2% |
+8,681
| New | +$201K |
|