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
676
$1K ﹤0.01%
19
677
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135
678
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14
679
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15
680
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12
681
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4
+1
682
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43
-2
683
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+100
684
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4
685
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52
686
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13
687
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33
688
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47
689
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84
690
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29
691
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31
692
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48
693
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694
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2
+1
695
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696
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25
697
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25
698
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37
699
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9
700
$1K ﹤0.01%
3