RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
1-Year Est. Return
11.51%
1 Year Est. Return
+11.51%
AUM
$332M
AUM Growth
+$32.1M
(+11%)
Holding
76
Top Buys
| 1 | +$3.56M | |
| 2 | +$3.46M | |
| 3 | +$3.02M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$2.24M |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
+$1.89M |
Top Sells
| 1 | +$2.49M | |
| 2 | +$275K | |
| 3 | +$258K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$100K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$96.2K |
Sector Composition
| 1 | Healthcare | 1.18% |
| 2 | Financials | 0.31% |
| 3 | Consumer Staples | 0.26% |
| 4 | Energy | 0.13% |
| 5 | Materials | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Global Clean Energy ETF
ICLN
$1.89B
| $194K | 0.06% |
10,550
+70
|
|