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
451
$6.98K ﹤0.01%
73
452
$6.81K ﹤0.01%
650
453
$6.8K ﹤0.01%
400
454
$6.69K ﹤0.01%
200
455
$6.68K ﹤0.01%
121
456
$6.62K ﹤0.01%
50
457
$6.59K ﹤0.01%
69
458
$6.55K ﹤0.01%
65
+1
459
$6.36K ﹤0.01%
34
460
$6.3K ﹤0.01%
236
+1
461
$6.3K ﹤0.01%
100
462
$6.27K ﹤0.01%
138
+2
463
$6.27K ﹤0.01%
130
464
$6.26K ﹤0.01%
365
465
$6.25K ﹤0.01%
59
466
$6.24K ﹤0.01%
165
467
$6.17K ﹤0.01%
16
-28
468
$6.12K ﹤0.01%
183
469
$6.09K ﹤0.01%
119
470
$6.04K ﹤0.01%
138
471
$6K ﹤0.01%
137
-488
472
$5.91K ﹤0.01%
520
473
$5.87K ﹤0.01%
580
474
$5.84K ﹤0.01%
101
-10
475
$5.84K ﹤0.01%
64
-43
17 18
19
20 21