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
$324M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$286K
3
+$284K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$98.1K

Top Sells

1
+$531K
2
+$524K
3
+$263K
4
ABMD
Abiomed Inc
ABMD
+$260K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$200K

Sector Composition

1 Healthcare 0.21%
2 Consumer Staples 0.14%
3 Utilities 0.11%
4 Technology 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.27%
391,896
-2,576
27
$3.88M 1.2%
222,728
-488
28
$3.64M 1.12%
34,175
-244
29
$3.15M 0.98%
45,242
-1,086
30
$3.11M 0.96%
77,279
-2,341
31
$2.9M 0.9%
20,713
-863
32
$1.87M 0.58%
10,300
-722
33
$1.78M 0.55%
60,749
+174
34
$1.68M 0.52%
88,623
-3,720
35
$1.32M 0.41%
8,920
-1,320
36
$984K 0.3%
6,085
-178
37
$733K 0.23%
17,846
-434
38
$715K 0.22%
7,037
39
$686K 0.21%
8,202
40
$629K 0.19%
9,630
41
$557K 0.17%
6,904
-17
42
$491K 0.15%
3,190
43
$444K 0.14%
3,572
44
$430K 0.13%
3,742
+7
45
$408K 0.13%
16,968
-2
46
$360K 0.11%
3,844
47
$280K 0.09%
5,000
-88
48
$271K 0.08%
1,947
49
$245K 0.08%
13,440
50
$238K 0.07%
1,600
1
2
3