RPG
Resource Planning Group Portfolio holdings
AUM
$157M
This Quarter Return
+0.56%
1 Year Return
+11.52%
3 Year Return
+1.9%
5 Year Return
+32.23%
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.11%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$30.9M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$18.3M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$17.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$11.6M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.61% |
| 2 | Consumer Discretionary | 1.32% |
| 3 | Technology | 0.83% |
| 4 | Financials | 0.66% |
| 5 | Communication Services | 0.41% |
