RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
This Quarter Return
-0.6%
1 Year Return
+11.51%
3 Year Return
+28.4%
5 Year Return
+24.89%
10 Year Return
–
AUM
$324M
AUM Growth
+$324M
(-1.1%)
Cap. Flow
-$1.52M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
47.83%
Holding
51
New
–
Increased
15
Reduced
26
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$531K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$524K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$263K |
| 4 |
ABMD
Abiomed Inc
ABMD
|
$260K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$200K |
Sector Composition
| 1 | Healthcare | 0.21% |
| 2 | Consumer Staples | 0.14% |
| 3 | Utilities | 0.11% |
| 4 | Technology | 0.08% |
| 5 | Financials | 0.07% |