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
$229M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.26M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.77M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.64M

Top Sells

1
+$1.01M
2
+$115K
3
+$22.7K

Sector Composition

1 Healthcare 0.51%
2 Consumer Staples 0.22%
3 Utilities 0.14%
4 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$270K 0.12%
+9,100
52
$264K 0.12%
+3,000
53
$262K 0.11%
+3,880
54
$242K 0.11%
+18,708
55
$227K 0.1%
+1,947
1 2
3