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
$342M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$581K
3
+$473K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$388K
5
MSFT icon
Microsoft
MSFT
+$217K

Top Sells

1
+$778K
2
+$633K
3
+$261K
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$239K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$104K

Sector Composition

1 Healthcare 0.21%
2 Technology 0.14%
3 Consumer Staples 0.13%
4 Utilities 0.11%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.06%
+1,370
52
$204K 0.06%
+2,112
1 2
3