RG

Retirement Group Portfolio holdings

AUM $279M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.29%
2 Energy 6.31%
3 Technology 5.35%
4 Consumer Discretionary 3.25%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
+173
427
$6K ﹤0.01%
+169
428
$6K ﹤0.01%
+322
429
$6K ﹤0.01%
+115
430
$6K ﹤0.01%
+103
431
$6K ﹤0.01%
+373
432
$6K ﹤0.01%
+124
433
$6K ﹤0.01%
+65
434
$6K ﹤0.01%
+351
435
$6K ﹤0.01%
+132
436
$6K ﹤0.01%
+225
437
$6K ﹤0.01%
+87
438
$6K ﹤0.01%
+40
439
$6K ﹤0.01%
+22
440
$6K ﹤0.01%
+23
441
$6K ﹤0.01%
+76
442
$6K ﹤0.01%
+216
443
$6K ﹤0.01%
+43
444
$6K ﹤0.01%
+119
445
$6K ﹤0.01%
+107
446
$6K ﹤0.01%
+60
447
$5K ﹤0.01%
+130
448
$5K ﹤0.01%
+43
449
$5K ﹤0.01%
+197
450
$5K ﹤0.01%
+106