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
$217M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1 +$5.89M
2 +$1.95M
3 +$1.41M
4
CVX icon
Chevron
CVX
+$1.17M
5
IBM icon
IBM
IBM
+$1.01M

Sector Composition

1 Financials 15.79%
2 Energy 8.24%
3 Industrials 3.46%
4 Technology 2.86%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1K ﹤0.01%
38
577
$1K ﹤0.01%
131
578
$1K ﹤0.01%
25
579
$1K ﹤0.01%
37
580
$1K ﹤0.01%
9
581
$1K ﹤0.01%
12
582
$1K ﹤0.01%
25
583
$1K ﹤0.01%
6
584
$1K ﹤0.01%
+9
585
$1K ﹤0.01%
15
586
$1K ﹤0.01%
21
587
$1K ﹤0.01%
+4
588
$1K ﹤0.01%
14
589
$1K ﹤0.01%
290
590
$1K ﹤0.01%
166
591
$1K ﹤0.01%
25
592
$1K ﹤0.01%
31
593
$1K ﹤0.01%
10
594
$1K ﹤0.01%
22
+16
595
$1K ﹤0.01%
+30
596
$1K ﹤0.01%
14
597
$1K ﹤0.01%
210
598
$1K ﹤0.01%
27
599
$1K ﹤0.01%
8
600
$1K ﹤0.01%
19