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
426
$11K ﹤0.01%
100
427
$11K ﹤0.01%
312
+295
428
$10K ﹤0.01%
40
429
$10K ﹤0.01%
+41
430
$10K ﹤0.01%
250
431
$10K ﹤0.01%
100
432
$10K ﹤0.01%
110
+2
433
$10K ﹤0.01%
+95
434
$10K ﹤0.01%
+146
435
$10K ﹤0.01%
+56
436
$10K ﹤0.01%
+100
437
$10K ﹤0.01%
+118
438
$10K ﹤0.01%
+180
439
$10K ﹤0.01%
+116
440
$10K ﹤0.01%
84
441
$10K ﹤0.01%
+548
442
$10K ﹤0.01%
378
443
$10K ﹤0.01%
+365
444
$10K ﹤0.01%
+320
445
$10K ﹤0.01%
+72
446
$10K ﹤0.01%
40
447
$10K ﹤0.01%
+51
448
$10K ﹤0.01%
229
449
$10K ﹤0.01%
75
450
$10K ﹤0.01%
+153
16 17
18
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