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

Top Sells

1
+$14M
2
+$11M
3
+$8.36M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.74M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$6.26M

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
– –
-1,000
52
– –
-8,202
53
– –
-3,844
54
– –
-9,100
55
– –
-18,708
1 2
3