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
$317M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$5.07M
3
+$4.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.43M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.76M

Top Sells

1
+$5.74M
2
+$5.45M
3
+$4.81M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.72M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.68M

Sector Composition

1 Healthcare 0.25%
2 Consumer Staples 0.11%
3 Technology 0.09%
4 Utilities 0.09%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.09%
5,088
-792
52
$270K 0.09%
3,934
53
$222K 0.07%
+1,600
54
$220K 0.07%
13,440
-4,023
55
$214K 0.07%
2,466
56
– –
-2,203
1 2
3