RRC
Relaxing Retirement Coach Portfolio holdings
AUM
$332M
This Quarter Return
+3.76%
1 Year Return
+11.51%
3 Year Return
+28.4%
5 Year Return
+24.89%
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+11%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
6.32%
Top 10 Holdings %
Top 10 Hldgs %
75.93%
Holding
76
New
9
Increased
33
Reduced
20
Closed
–
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
$3.56M |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
$3.46M |
| 3 |
Dimensional US Large Cap Value ETF
DFLV
|
$3.02M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$2.24M |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
$1.89M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Global Clean Energy ETF
ICLN
$1.53B
| $194K | 0.06% |
10,550
+70
| +0.7% | +$1.29K |
|