RCS
Retirement Capital Strategies Portfolio holdings
AUM
$252M
This Quarter Return
+5.38%
1 Year Return
+13.54%
3 Year Return
+50.74%
5 Year Return
+111.67%
10 Year Return
+199.05%
AUM
$262M
AUM Growth
+$262M
(+3.4%)
Cap. Flow
+$658K
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
54.27%
Holding
90
New
15
Increased
15
Reduced
19
Closed
11
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$15.4M |
| 2 |
Invesco 0-5 Yr US TIPS ETF
PBTP
|
$14.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.9M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$12.5M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$11.8M |
Top Sells
Sector Composition
| 1 | Technology | 6.44% |
| 2 | Industrials | 2.36% |
| 3 | Financials | 1.14% |
| 4 | Healthcare | 0.47% |
| 5 | Consumer Discretionary | 0.29% |
