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RRC

Relaxing Retirement Coach Portfolio holdings

AUM $332M
1-Year Est. Return 11.51%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+11.51%
3 Year Est. Return
+28.56%
5 Year Est. Return
+25.04%
10 Year Est. Return
–
AUM
$332M
AUM Growth
+$32.1M
Cap. Flow
+$20.5M
Cap. Flow %
6.18%
Top 10 Hldgs %
75.93%
Holding
76
New
9
Increased
33
Reduced
20
Closed
–

Top Buys

1
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.56M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.5M
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$2.92M
4
DFUS
Dimensional US Equity ETF
DFUS
+$2.12M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.86M

Top Sells

1
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$2.5M
2
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$271K
3
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$245K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$99.3K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$88K

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
ICLN icon
76
iShares Global Clean Energy ETF
ICLN
$2.56B
$194K 0.06%
10,550
+70
+0.7% +$1.32K
1 2 3
4

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