RPG
Resource Planning Group Portfolio holdings
AUM
$157M
This Quarter Return
+4.51%
1 Year Return
+11.52%
3 Year Return
+1.9%
5 Year Return
+32.23%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-1.4%)
Cap. Flow
-$7.15M
Cap. Flow
% of AUM
-5.81%
Top 10 Holdings %
Top 10 Hldgs %
62.83%
Holding
67
New
3
Increased
14
Reduced
39
Closed
7
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.22M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$1.15M |
| 3 |
Ameris Bancorp
ABCB
|
$1.06M |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
$574K |
| 5 |
Apple
AAPL
|
$511K |
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Consumer Staples | 1.14% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Financials | 0.55% |
| 5 | Materials | 0.27% |
