RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
This Quarter Return
+4.81%
1 Year Return
+11.51%
3 Year Return
+28.4%
5 Year Return
+24.89%
10 Year Return
–
AUM
$300M
AUM Growth
+$300M
(+11%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
7.13%
Top 10 Holdings %
Top 10 Hldgs %
75.18%
Holding
70
New
4
Increased
17
Reduced
22
Closed
3
Top Buys
| 1 |
Dimensional US Large Cap Value ETF
DFLV
|
$5.83M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.99M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$2.95M |
| 4 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$2.32M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
$2.23M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.18% |
| 2 | Financials | 0.34% |
| 3 | Consumer Staples | 0.28% |
| 4 | Energy | 0.14% |
| 5 | Materials | 0.08% |
