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
$204M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$22.2M
3 +$18.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$18M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$6.39M

Top Sells

1 +$38.1M
2 +$28.1M
3 +$21.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19M
5
DOG icon
ProShares Short Dow30
DOG
+$4.82M

Sector Composition

1 Technology 4.57%
2 Industrials 2.28%
3 Financials 1.07%
4 Consumer Discretionary 0.13%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-19,578
52
-2,500
53
-40,806
54
-5,701