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RPCONE

Retirement Planning Company of New England Portfolio holdings

AUM $246M
1-Year Est. Return 27.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.83%
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
+$8.5M
2
+$5.06M
3
+$4.29M
4
BX icon
Blackstone
BX
+$3.52M
5
MSFT icon
Microsoft
MSFT
+$3.4M

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
726
$6K ﹤0.01%
+100
727
$6K ﹤0.01%
+800
728
$6K ﹤0.01%
+108
729
$6K ﹤0.01%
+400
730
$6K ﹤0.01%
+59
731
$6K ﹤0.01%
+180
732
$6K ﹤0.01%
+93
733
$6K ﹤0.01%
+105
734
$6K ﹤0.01%
+50
735
$6K ﹤0.01%
+52
736
$6K ﹤0.01%
+53
737
$6K ﹤0.01%
+150
738
$6K ﹤0.01%
+69
739
$6K ﹤0.01%
+229
740
$6K ﹤0.01%
+213
741
$6K ﹤0.01%
+50
742
$6K ﹤0.01%
+120
743
$6K ﹤0.01%
+490
744
$5K ﹤0.01%
+500
745
$5K ﹤0.01%
+100
746
$5K ﹤0.01%
+80
747
$5K ﹤0.01%
+33
748
$5K ﹤0.01%
+100
749
$5K ﹤0.01%
+79
750
$5K ﹤0.01%
+250
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