RCS
Retirement Capital Strategies Portfolio holdings
AUM
$252M
1-Year Return
13.54%
This Quarter Return
+5.8%
1 Year Return
+13.54%
3 Year Return
+50.74%
5 Year Return
+111.67%
10 Year Return
+199.05%
AUM
$272M
AUM Growth
+$11.7M
(+4.5%)
Cap. Flow
+$362K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
64.73%
Holding
89
New
19
Increased
17
Reduced
22
Closed
13
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$13M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$5.59M |
| 3 |
iShares ESG Screened S&P 500 ETF
XVV
|
$5.27M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.96M |
| 5 |
Nuveen Short-Term REIT ETF
NURE
|
$2.51M |
Top Sells
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Industrials | 2.5% |
| 3 | Financials | 1.15% |
| 4 | Healthcare | 0.45% |
| 5 | Consumer Discretionary | 0.43% |
