RPG
Resource Planning Group Portfolio holdings
AUM
$157M
This Quarter Return
+6.1%
1 Year Return
+11.52%
3 Year Return
+1.9%
5 Year Return
+32.23%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+13%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
74.73%
Holding
50
New
6
Increased
18
Reduced
18
Closed
1
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$3.86M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.93M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.92M |
| 4 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
$1.57M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.03M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.27% |
| 2 | Consumer Discretionary | 1.12% |
| 3 | Financials | 0.7% |
| 4 | Technology | 0.69% |
| 5 | Communication Services | 0.32% |
