RG

Retirement Group Portfolio holdings

AUM $279M
1-Year Est. Return 22.21%
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.21M
3
+$1.47M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.41M
5
BABA icon
Alibaba
BABA
+$1.16M

Top Sells

1
+$5.94M
2
+$1.6M
3
+$1.58M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.48M
5
CVX icon
Chevron
CVX
+$1.45M

Sector Composition

1 Financials 18.12%
2 Energy 8.35%
3 Industrials 3.32%
4 Technology 3.12%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K 0.01%
155
-105
352
$18K 0.01%
402
+142
353
$18K 0.01%
35
354
$18K 0.01%
81
-40
355
$17K 0.01%
401
-2,788
356
$17K 0.01%
1,129
357
$17K 0.01%
600
358
$17K 0.01%
174
359
$17K 0.01%
500
360
$17K 0.01%
64
361
$17K 0.01%
279
362
$17K 0.01%
312
363
$17K 0.01%
+209
364
$17K 0.01%
700
-2,000
365
$17K 0.01%
325
366
$17K 0.01%
104
+4
367
$16K 0.01%
307
-240
368
$16K 0.01%
43
+6
369
$16K 0.01%
550
-2,350
370
$15K 0.01%
129
+115
371
$15K 0.01%
225
372
$15K 0.01%
371
373
$15K 0.01%
800
374
$15K 0.01%
64
+5
375
$15K 0.01%
190
13 14
15
16 17