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
$247M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$25M
2 +$10.8M
3 +$7.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.32M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$6.88M

Top Sells

1 +$21.2M
2 +$17.2M
3 +$6.99M
4
ITB icon
iShares US Home Construction ETF
ITB
+$6.53M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$6.09M

Sector Composition

1 Technology 8.18%
2 Industrials 2.19%
3 Financials 0.87%
4 Healthcare 0.39%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-246,261
77
-219,988