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
$324M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.28M
3
+$3.79M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.7M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$2.57M

Top Sells

1
+$3.59M
2
+$3.49M
3
+$3.22M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.62M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.9M

Sector Composition

1 Consumer Staples 0%
2 Financials 0%
3 Healthcare 0%
4 Technology 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,947
52
– –
-4,228
53
– –
-2,493
54
– –
-16,832
55
– –
-1,600
56
– –
-2,370
57
– –
-1,000
1 2
3