We are live on ! Find out more
RPCONE

Retirement Planning Company of New England Portfolio holdings

AUM $246M
1-Year Est. Return 27.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.95M
3
+$1.93M
4
ETN icon
Eaton
ETN
+$1.45M
5
RTX icon
RTX Corp
RTX
+$1.36M

Top Sells

1
+$1.11M
2
+$962K
3
+$703K
4
AMAT icon
Applied Materials
AMAT
+$657K
5
GSK icon
GSK
GSK
+$610K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.77%
3 Financials 11.28%
4 Industrials 10.78%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,547
227
– –
-897
228
– –
-12,744
229
– –
-1,750
230
– –
-10,278
231
– –
-3,573
232
– –
-2,323
233
– –
-5,120
234
– –
-4,213
235
– –
-988
236
– –
-1,177
237
– –
-1,964
238
– –
-2,206
239
– –
-1,073
6 7 8 9
10