RPCONE

Retirement Planning Company of New England Portfolio holdings

AUM $225M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1 +$9.55M
2 +$5.21M
3 +$4.18M
4
MSFT icon
Microsoft
MSFT
+$3.53M
5
BX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$7K ﹤0.01%
+426
702
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703
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707
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709
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710
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711
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+500
721
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722
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+93
723
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724
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725
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+213