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
$240M
AUM Growth
-$284K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$887K
3 +$866K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$865K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$846K

Top Sells

1 +$2.16M
2 +$1.74M
3 +$1.13M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M
5
GLD icon
SPDR Gold Trust
GLD
+$964K

Sector Composition

1 Financials 23.11%
2 Energy 9.15%
3 Technology 4.12%
4 Industrials 2.5%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.8K ﹤0.01%
122
402
$10.7K ﹤0.01%
80
403
$10.7K ﹤0.01%
545
404
$10.5K ﹤0.01%
152
+4
405
$10.4K ﹤0.01%
184
406
$10.4K ﹤0.01%
61
407
$10.3K ﹤0.01%
406
+40
408
$10.2K ﹤0.01%
463
409
$10.2K ﹤0.01%
307
+6
410
$10.1K ﹤0.01%
109
+2
411
$10.1K ﹤0.01%
40
412
$9.88K ﹤0.01%
200
413
$9.8K ﹤0.01%
111
414
$9.73K ﹤0.01%
106
415
$9.71K ﹤0.01%
+97
416
$9.62K ﹤0.01%
211
417
$9.57K ﹤0.01%
426
418
$9.52K ﹤0.01%
221
+2
419
$9.4K ﹤0.01%
146
-10
420
$9.31K ﹤0.01%
38
421
$9.3K ﹤0.01%
300
+100
422
$9.16K ﹤0.01%
86
423
$9.11K ﹤0.01%
600
424
$9.01K ﹤0.01%
75
425
$8.95K ﹤0.01%
445
+8