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
$334M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$851K
3
+$784K
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$703K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$686K

Top Sells

1
+$1.94M
2
+$917K
3
+$603K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$416K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$373K

Sector Composition

1 Healthcare 0.32%
2 Consumer Staples 0.11%
3 Technology 0.08%
4 Utilities 0.08%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.07%
2,466
52
$238K 0.07%
13,440
53
$208K 0.06%
+1,600
54
– –
-3,790
1 2
3