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
$206M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$32.5M
2 +$24.3M
3 +$19.8M
4
BND icon
Vanguard Total Bond Market
BND
+$18.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$18M

Sector Composition

1 Technology 5.69%
2 Industrials 2.04%
3 Financials 0.99%
4 Consumer Discretionary 0.22%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-23,927
52
-225,669
53
-10,260