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
$195M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.91M
3
+$4.4M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.31M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$2.6M

Top Sells

1
+$1.91M
2
+$1.2M
3
+$451K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$359K
5
MCO icon
Moody's
MCO
+$212K

Sector Composition

1 Healthcare 0.67%
2 Consumer Staples 0.28%
3 Utilities 0.21%
4 Financials 0.15%
5 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.77%
31,721
-40,407
27
$1.47M 0.75%
6,576
-615
28
$1.4M 0.72%
7,979
-139
29
$971K 0.5%
8,202
30
$847K 0.43%
9,314
31
$739K 0.38%
4,999
+3
32
$660K 0.34%
18,657
-208
33
$561K 0.29%
3,724
34
$546K 0.28%
3,572
35
$544K 0.28%
21,960
-868
36
$529K 0.27%
5,058
-11,475
37
$527K 0.27%
1,453
38
$418K 0.21%
4,194
39
$350K 0.18%
7,292
40
$345K 0.18%
1,622
41
$331K 0.17%
1,000
42
$300K 0.15%
3,880
43
$294K 0.15%
11,196
44
$292K 0.15%
1,600
45
$284K 0.15%
2,632
+2
46
$274K 0.14%
9,425
-371
47
$262K 0.13%
9,794
48
$243K 0.12%
2,370
49
$242K 0.12%
1,861
50
$224K 0.11%
700
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