RCS

Retirement Capital Strategies Portfolio holdings

AUM $252M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.89%
2 Industrials 2.56%
3 Financials 0.75%
4 Healthcare 0.56%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$199K 0.09%
3,586
-2,740
52
$9K ﹤0.01%
62