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
$162M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.75%
2 Financials 0.88%
3 Industrials 0.49%
4 Consumer Staples 0.26%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,331