RRC

Relaxing Retirement Coach Portfolio holdings

AUM $332M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$6.26M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.77M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.64M

Top Sells

1
+$1.01M
2
+$115K
3
+$22.7K

Sector Composition

1 Healthcare 0.51%
2 Consumer Staples 0.22%
3 Utilities 0.14%
4 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 8.75%
1,492,524
+577,008
2
$12.6M 5.49%
680,100
+338,577
3
$11.7M 5.12%
316,590
+67,245
4
$10.8M 4.7%
32,096
+10,215
5
$10.4M 4.53%
208,038
+116,223
6
$10.2M 4.46%
710,352
+331,392
7
$7.79M 3.4%
72,022
+33,682
8
$7.71M 3.36%
299,360
+69,238
9
$7.69M 3.36%
236,214
+60,743
10
$7.64M 3.33%
486,600
+148,004
11
$7.32M 3.19%
139,696
+65,264
12
$7.31M 3.19%
205,136
+43,017
13
$7.3M 3.19%
273,012
+106,586
14
$7.29M 3.18%
232,272
+58,216
15
$6.16M 2.69%
361,120
+165,752
16
$5.53M 2.41%
34,258
+16,299
17
$4.94M 2.15%
44,684
+12,734
18
$4.87M 2.12%
65,412
+32,706
19
$4.75M 2.07%
67,680
+17,189
20
$4.56M 1.99%
152,548
+29,721
21
$4.54M 1.98%
104,978
+48,586
22
$4.38M 1.91%
149,084
+25,682
23
$4.28M 1.87%
174,172
+20,544
24
$4.02M 1.75%
90,714
+11,817
25
$3.85M 1.68%
126,076
+32,553
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