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
$270M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.21M
3
+$3.9M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$3.28M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.94M

Top Sells

1
+$6.68M
2
+$3.83M
3
+$756K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$486K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$282K

Sector Composition

1 Healthcare 1.41%
2 Financials 0.42%
3 Consumer Staples 0.32%
4 Energy 0.17%
5 Utilities 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.55%
63,151
-11,903
27
$1.37M 0.51%
6,852
-26
28
$1.33M 0.49%
+8,202
29
$1.3M 0.48%
33,400
-12,476
30
$1.27M 0.47%
57,819
-438
31
$1.25M 0.46%
77,778
-1,390
32
$1.18M 0.44%
6,574
+1
33
$1.17M 0.43%
7,385
-179
34
$1.12M 0.42%
35,679
-3,362
35
$1.08M 0.4%
5,132
36
$966K 0.36%
44,915
+2,509
37
$900K 0.33%
8,202
38
$853K 0.32%
5,631
+2,059
39
$762K 0.28%
9,314
40
$636K 0.24%
+5,736
41
$636K 0.24%
4,532
-333
42
$549K 0.2%
+1,656
43
$540K 0.2%
+6,500
44
$522K 0.19%
3,724
45
$499K 0.18%
+22,479
46
$483K 0.18%
15,440
-1,886
47
$483K 0.18%
+10,271
48
$398K 0.15%
4,194
49
$398K 0.15%
+1,088
50
$387K 0.14%
1,453
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