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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
+3.51%
1 Year Est. Return
+11.51%
3 Year Est. Return
+28.56%
5 Year Est. Return
+25.04%
10 Year Est. Return
–
AUM
$308M
AUM Growth
–
Cap. Flow
+$303M
Cap. Flow
% of AUM
98.45%
Top 10 Holdings %
Top 10 Hldgs %
46.44%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$17M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$16.6M |
| 3 |
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$15M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$14.7M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$14.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.69% |
| 2 | Consumer Staples | 0.13% |
| 3 | Utilities | 0.09% |
| 4 | Technology | 0.09% |
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Relaxing Retirement Coach's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Relaxing Retirement Coach, which disclosed 53 positions worth $308M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is State Street SPDR Bloomberg Investment Grade Floating Rate ETF: 554,127 shares worth $17M.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, followed by Consumer Staples and Utilities.
- Relaxing Retirement Coach's largest Q4 2017 buy was State Street SPDR Bloomberg Investment Grade Floating Rate ETF: 554,127 shares worth $17M.
- Relaxing Retirement Coach's ten largest holdings make up 46% of its $308M portfolio in Q4 2017.
- Relaxing Retirement Coach disclosed 53 positions in Q4 2017, its first 13F filing on record.
Based on Relaxing Retirement Coach's 13F filing for Q4 2017, filed 9 Feb 2018.