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
$91.5M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Consumer Staples 0%
2 Healthcare 0%
3 Technology 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,740
52
-3,000
53
-3,572
54
-361,120
55
-1,000