RPCONE
Retirement Planning Company of New England Portfolio holdings
AUM
$225M
1-Year Return
21.81%
This Quarter Return
+10.22%
1 Year Return
+21.81%
3 Year Return
+90.25%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
–
Cap. Flow
+$205M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
19.69%
Holding
983
New
981
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.55M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.21M |
| 3 |
Amazon
AMZN
|
$4.18M |
| 4 |
Microsoft
MSFT
|
$3.53M |
| 5 |
Blackstone
BX
|
$3.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Healthcare | 11.28% |
| 3 | Financials | 8.84% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 6.55% |
