RPCONE
Retirement Planning Company of New England Portfolio holdings
AUM
$225M
1-Year Return
21.81%
This Quarter Return
+11.08%
1 Year Return
+21.81%
3 Year Return
+90.25%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
-$39.5M
(-18%)
Cap. Flow
-$62.2M
Cap. Flow
% of AUM
-34.11%
Top 10 Holdings %
Top 10 Hldgs %
22.51%
Holding
243
New
11
Increased
61
Reduced
144
Closed
22
Top Buys
| 1 |
Symbotic
SYM
|
$754K |
| 2 |
Snowflake
SNOW
|
$430K |
| 3 |
Direxion Daily Mid Cap Bull 3X Shares
MIDU
|
$414K |
| 4 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$323K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$296K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.64M |
| 2 |
Broadcom
AVGO
|
$3.43M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.99M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$2.54M |
| 5 |
Eaton
ETN
|
$2.33M |
Sector Composition
| 1 | Technology | 13.26% |
| 2 | Healthcare | 11.7% |
| 3 | Financials | 10.17% |
| 4 | Industrials | 8.16% |
| 5 | Communication Services | 5.97% |
