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
$321M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$621K
3 +$267K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$247K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$244K

Sector Composition

1 Healthcare 0.29%
2 Consumer Staples 0.12%
3 Utilities 0.1%
4 Technology 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.07%
+1,600
52
-1,759