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
$229M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.26M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.77M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.64M

Top Sells

1
+$1.01M
2
+$115K
3
+$22.7K

Sector Composition

1 Healthcare 0.51%
2 Consumer Staples 0.22%
3 Utilities 0.14%
4 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.68%
36,752
+7,609
27
$3.66M 1.6%
41,952
+17,427
28
$3.61M 1.57%
89,394
+6,308
29
$3.5M 1.53%
16,292
+8,081
30
$3.24M 1.42%
183,856
+29,104
31
$2.95M 1.29%
29,070
-9,942
32
$2.55M 1.11%
154,420
+39,234
33
$2.5M 1.09%
144,084
+69,114
34
$2.49M 1.09%
11,928
+5,843
35
$2.17M 0.95%
91,242
+594
36
$1.4M 0.61%
7,739
-126
37
$1.09M 0.48%
17,436
+8,718
38
$940K 0.41%
10,444
+4,770
39
$893K 0.39%
+8,202
40
$856K 0.37%
20,874
+9,773
41
$822K 0.36%
7,562
+3,798
42
$684K 0.3%
4,438
+2,213
43
$496K 0.22%
+3,572
44
$466K 0.2%
7,760
+3,360
45
$412K 0.18%
+22,392
46
$404K 0.18%
1,453
-414
47
$390K 0.17%
+16,214
48
$314K 0.14%
+3,844
49
$290K 0.13%
+4,740
50
$277K 0.12%
+1,000
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