RPCONE

Retirement Planning Company of New England Portfolio holdings

AUM $225M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$240K
3 +$228K
4
WEX icon
WEX
WEX
+$216K
5
GTEK icon
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
+$213K

Top Sells

1 +$680K
2 +$361K
3 +$309K
4
AMZN icon
Amazon
AMZN
+$200K
5
BHC icon
Bausch Health
BHC
+$142K

Sector Composition

1 Technology 13.98%
2 Healthcare 12%
3 Financials 8.98%
4 Industrials 7.88%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-17,523
227
-5,817
228
-2,252
229
-5,391
230
-2,127