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
$327M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$878K
2 +$531K
3 +$481K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$263K
5
SCHM icon
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 Change
in Stake
Capital Flow
51
$238K 0.07%
13,440