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
$198M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.22M
3
+$6.35M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$5.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.97M

Top Sells

1
+$4.9M
2
+$2.16M
3
+$1.18M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$305K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$245K

Sector Composition

1 Healthcare 0.57%
2 Consumer Staples 0.26%
3 Utilities 0.2%
4 Financials 0.14%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.11%
9,808
+14
52
$212K 0.11%
7,860
-1,565
53
$211K 0.11%
2,370
54
$206K 0.1%
2,226
-406
55
$201K 0.1%
700
56
$200K 0.1%
7,734
+4
57
$199K 0.1%
10,461
+80
58
– –
-1,292
59
– –
-7,608
60
– –
-1,940
1 2
3