RDM

Retirement Design & Management Portfolio holdings

AUM $160M
1-Year Est. Return 4.3%
This Quarter Est. Return
1 Year Est. Return
+4.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$14.1M
3 +$6.21M
4
MSFT icon
Microsoft
MSFT
+$4.49M
5
TRV icon
Travelers Companies
TRV
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.4%
2 Financials 8.98%
3 Consumer Discretionary 7.51%
4 Consumer Staples 6.85%
5 Energy 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.15%
+11,796
77
$74K 0.06%
+11,722