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
$198M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.22M
3
+$6.35M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$5.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.97M

Top Sells

1
+$4.9M
2
+$2.16M
3
+$1.18M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$305K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$245K

Sector Composition

1 Healthcare 0.57%
2 Consumer Staples 0.26%
3 Utilities 0.2%
4 Financials 0.14%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.67%
84,822
+160
27
$1.24M 0.62%
59,493
-4,128
28
$1.24M 0.62%
5,682
29
$1.17M 0.59%
7,786
-193
30
$1.15M 0.58%
6,577
+1
31
$891K 0.45%
8,202
32
$713K 0.36%
9,314
33
$698K 0.35%
+24,160
34
$649K 0.33%
4,919
-80
35
$527K 0.27%
17,326
-1,331
36
$514K 0.26%
3,572
37
$495K 0.25%
3,724
38
$433K 0.22%
17,614
-4,346
39
$415K 0.21%
+19,912
40
$407K 0.21%
1,453
41
$402K 0.2%
4,194
42
$321K 0.16%
6,801
-24,920
43
$298K 0.15%
7,292
44
$286K 0.14%
1,622
45
$271K 0.14%
1,600
46
$267K 0.13%
11,196
47
$263K 0.13%
1,861
48
$248K 0.13%
1,000
49
$247K 0.12%
3,880
50
$225K 0.11%
2,147
-2,911
1
2
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