RFP
RCS Financial Planning Portfolio holdings
AUM
$201M
This Quarter Return
-0.54%
1 Year Return
+9.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+0.82%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
59.38%
Holding
81
New
4
Increased
32
Reduced
35
Closed
5
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$1.65M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.58M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$794K |
| 4 |
iShares S&P 100 ETF
OEF
|
$785K |
| 5 |
Avantis US Equity ETF
AVUS
|
$688K |
Top Sells
Sector Composition
| 1 | Technology | 1.91% |
| 2 | Financials | 0.89% |
| 3 | Industrials | 0.34% |
| 4 | Consumer Staples | 0.23% |
