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
426
$8.88K ﹤0.01%
119
427
$8.81K ﹤0.01%
84
428
$8.8K ﹤0.01%
20
429
$8.78K ﹤0.01%
320
430
$8.74K ﹤0.01%
+100
431
$8.72K ﹤0.01%
+250
432
$8.57K ﹤0.01%
55
433
$8.57K ﹤0.01%
116
434
$8.33K ﹤0.01%
111
+1
435
$8.29K ﹤0.01%
209
-192
436
$8.22K ﹤0.01%
91
437
$7.95K ﹤0.01%
995
+200
438
$7.9K ﹤0.01%
100
439
$7.71K ﹤0.01%
245
440
$7.53K ﹤0.01%
105
441
$7.49K ﹤0.01%
238
-5
442
$7.46K ﹤0.01%
50
443
$7.43K ﹤0.01%
111
444
$7.33K ﹤0.01%
200
-50
445
$7.3K ﹤0.01%
21
446
$7.29K ﹤0.01%
101
+1
447
$7.26K ﹤0.01%
96
448
$7.18K ﹤0.01%
371
449
$7.05K ﹤0.01%
1,191
450
$7.05K ﹤0.01%
3,000
16 17
18
19 20