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
$324M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$531K
2 +$524K
3 +$263K
4
ABMD
Abiomed Inc
ABMD
+$260K
5
VOE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,000