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
$195M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.91M
3
+$4.4M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.31M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$2.6M

Top Sells

1
+$1.91M
2
+$1.2M
3
+$451K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$359K
5
MCO icon
Moody's
MCO
+$212K

Sector Composition

1 Healthcare 0.67%
2 Consumer Staples 0.28%
3 Utilities 0.21%
4 Financials 0.15%
5 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.11%
10,381
+7
52
$213K 0.11%
1,940
53
$210K 0.11%
+1,292
54
$209K 0.11%
7,608
55
$206K 0.11%
7,730
56
– –
-4,080
57
– –
-6,193
58
– –
-1,500
59
– –
-544
1 2
3