RSC
Red Spruce Capital Portfolio holdings
AUM
$231M
This Quarter Return
+0.6%
1 Year Return
+15.15%
3 Year Return
+69.55%
5 Year Return
+123.45%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+2.5%)
Cap. Flow
+$7.33M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
37%
Holding
92
New
9
Increased
51
Reduced
28
Closed
3
Top Buys
| 1 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
$2.62M |
| 2 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$1.57M |
| 3 |
Microsoft
MSFT
|
$557K |
| 4 |
Applied Materials
AMAT
|
$436K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$412K |
Top Sells
Sector Composition
| 1 | Technology | 18.2% |
| 2 | Healthcare | 13.1% |
| 3 | Industrials | 12.68% |
| 4 | Communication Services | 11.15% |
| 5 | Financials | 9.33% |
