RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
1-Year Return
11.51%
This Quarter Return
+3.51%
1 Year Return
+11.51%
3 Year Return
+28.4%
5 Year Return
+24.89%
10 Year Return
–
AUM
$308M
AUM Growth
–
Cap. Flow
+$308M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.44%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 0.13% |
| 2 | Utilities | 0.09% |
| 3 | Technology | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Electric Power
AEP
$58B
| $290K | 0.09% |
+3,934
| New | +$290K |
|
52
IBM
IBM
$230B
| $286K | 0.09% |
+1,947
| New | +$286K |
|
53
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.25B
| $210K | 0.07% |
+2,466
| New | +$210K |
|