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
$220M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.43M
3
+$1.95M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$894K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$840K

Top Sells

1
+$2.52M
2
+$2M
3
+$1.41M
4
QS icon
QuantumScape
QS
+$1.25M
5
CI icon
Cigna
CI
+$760K

Sector Composition

1 Financials 13.62%
2 Technology 6.88%
3 Energy 6.51%
4 Consumer Discretionary 3.46%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K 0.01%
+1,000
427
$15K 0.01%
486
-30
428
$15K 0.01%
325
429
$15K 0.01%
608
-752
430
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320
431
$14K 0.01%
539
432
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800
433
$14K 0.01%
325
434
$14K 0.01%
100
-338
435
$14K 0.01%
636
436
$14K 0.01%
455
437
$14K 0.01%
33
-34
438
$14K 0.01%
500
439
$14K 0.01%
26
440
$14K 0.01%
363
+100
441
$14K 0.01%
325
442
$13K 0.01%
250
443
$13K 0.01%
203
-236
444
$13K 0.01%
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445
$13K 0.01%
170
-9
446
$13K 0.01%
184
447
$13K 0.01%
53
+1
448
$13K 0.01%
225
+71
449
$12K 0.01%
100
450
$12K 0.01%
201
16 17
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