RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
This Quarter Return
+1.95%
1 Year Return
+11.51%
3 Year Return
+28.4%
5 Year Return
+24.89%
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+2%)
Cap. Flow
+$238K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
51
New
–
Increased
16
Reduced
23
Closed
–
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$878K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$531K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$481K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$263K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$179K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Dividend Equity ETF
SCHD
$72.5B
| $238K | 0.07% |
4,480
| – | – |
|