RPCONE

Retirement Planning Company of New England Portfolio holdings

AUM $249M
1-Year Est. Return 25.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$334K
3 +$295K
4
GEHC icon
GE HealthCare
GEHC
+$262K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$244K

Top Sells

1 +$1.29M
2 +$932K
3 +$727K
4
LH icon
Labcorp
LH
+$705K
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$414K

Sector Composition

1 Technology 15.09%
2 Healthcare 10.96%
3 Financials 9.62%
4 Industrials 7.94%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,751
227
-10,558