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
701
$365 ﹤0.01%
1
702
$362 ﹤0.01%
16
703
$361 ﹤0.01%
18
704
$354 ﹤0.01%
8
-16
705
$351 ﹤0.01%
3
706
$350 ﹤0.01%
280
707
$349 ﹤0.01%
+1,000
708
$346 ﹤0.01%
12
709
$346 ﹤0.01%
1
710
$343 ﹤0.01%
4
711
$324 ﹤0.01%
5
712
$323 ﹤0.01%
135
713
$322 ﹤0.01%
3
714
$318 ﹤0.01%
4
715
$307 ﹤0.01%
17
716
$306 ﹤0.01%
21
717
$296 ﹤0.01%
3
718
$283 ﹤0.01%
5
719
$271 ﹤0.01%
13
720
$267 ﹤0.01%
7
721
$240 ﹤0.01%
+10
722
$234 ﹤0.01%
155
723
$234 ﹤0.01%
12
724
$227 ﹤0.01%
5
725
$222 ﹤0.01%
3