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
$174M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.9M
3
+$7.74M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$6.88M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$5.78M

Top Sells

1
+$4.32M
2
+$2.37M
3
+$600K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$597K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$342K

Sector Composition

1 Healthcare 0.87%
2 Consumer Staples 0.34%
3 Financials 0.27%
4 Utilities 0.21%
5 Technology 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.13%
7,608
52
$220K 0.13%
+10,374
53
$217K 0.12%
7,730
-5,612
54
$215K 0.12%
+1,940
55
$212K 0.12%
+544
56
$208K 0.12%
+1,500
57
$201K 0.12%
6,193
-195
58
– –
-11,154
59
– –
-16,996
1 2
3