RRC

Relaxing Retirement Coach Portfolio holdings

AUM $332M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$621K
3
+$267K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$247K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$244K

Top Sells

1
+$1.09M
2
+$454K
3
+$451K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$338K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.12%
3 Utilities 0.1%
4 Technology 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 1.3%
419,760
-16,824
27
$3.95M 1.23%
226,052
-10,232
28
$3.65M 1.14%
34,464
-1,007
29
$3.4M 1.06%
80,018
-951
30
$3.22M 1%
47,464
-1,472
31
$3.12M 0.97%
21,828
-811
32
$1.98M 0.62%
11,020
-300
33
$1.77M 0.55%
60,575
+4,987
34
$1.69M 0.53%
92,454
-19,320
35
$1.5M 0.47%
10,514
-2,053
36
$969K 0.3%
6,263
-76
37
$796K 0.25%
19,460
38
$758K 0.24%
7,272
-96
39
$656K 0.2%
8,202
40
$639K 0.2%
9,974
41
$534K 0.17%
6,923
-1,399
42
$488K 0.15%
3,190
43
$443K 0.14%
4,068
+7
44
$409K 0.13%
16,970
45
$372K 0.12%
3,572
46
$322K 0.1%
3,844
47
$286K 0.09%
1,000
48
$278K 0.09%
5,088
49
$263K 0.08%
1,947
50
$234K 0.07%
13,440
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