RG
Retirement Group Portfolio holdings
AUM
$279M
1-Year Return
22.21%
This Quarter Return
+6.63%
1 Year Return
+22.21%
3 Year Return
+33.69%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.01%
Holding
667
New
664
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$13.2M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$10M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$5.84M |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$5.74M |
| 5 |
Chevron
CVX
|
+$5.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.17% |
| 2 | Energy | 7.07% |
| 3 | Technology | 4.21% |
| 4 | Consumer Discretionary | 3.8% |
| 5 | Industrials | 3.59% |
