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
$264M
AUM Growth
+$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.31%
2 Industrials 2.26%
3 Financials 1.24%
4 Consumer Discretionary 0.61%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.08%
1,198
77
$208K 0.08%
+948
78
-47,201
79
-32,028
80
-156,657
81
-17,095
82
-7,026
83
-18,768
84
-29,626
85
-1,500
86
-16,504
87
-30,121
88
-10,481
89
-58,293
90
-46,810
91
-10,533
92
-21,527
93
-80,861