RPCONE
Retirement Planning Company of New England Portfolio holdings
AUM
$249M
1-Year Est. Return
25.55%
This Fund
S&P 500
1 Year Est. Return
+25.55%
AUM
$249M
AUM Growth
+$24M
(+11%)
Holding
251
Top Buys
| 1 | +$598K | |
| 2 | +$551K | |
| 3 | +$469K | |
| 4 |
Zevra Therapeutics
ZVRA
|
+$451K |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$416K |
Top Sells
| 1 | +$289K | |
| 2 | +$271K | |
| 3 | +$258K | |
| 4 |
Intel
INTC
|
+$240K |
| 5 |
Mondelez International
MDLZ
|
+$212K |
Sector Composition
| 1 | Technology | 15.99% |
| 2 | Healthcare | 11.46% |
| 3 | Financials | 10.21% |
| 4 | Industrials | 8.73% |
| 5 | Communication Services | 6.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Extended Market ETF
VXF
$25.6B
| – | – |
-1,051
|
|