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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
826
$3K ﹤0.01%
+120
827
$3K ﹤0.01%
+21
828
$3K ﹤0.01%
+650
829
$3K ﹤0.01%
+302
830
$3K ﹤0.01%
+36
831
$3K ﹤0.01%
+77
832
$3K ﹤0.01%
+11
833
$3K ﹤0.01%
+24
834
$3K ﹤0.01%
+30
835
$3K ﹤0.01%
+210
836
$3K ﹤0.01%
+210
837
$3K ﹤0.01%
+110
838
$3K ﹤0.01%
+1,479
839
$3K ﹤0.01%
+200
840
$2K ﹤0.01%
+23
841
$2K ﹤0.01%
+53
842
$2K ﹤0.01%
+8
843
$2K ﹤0.01%
+24
844
$2K ﹤0.01%
+200
845
$2K ﹤0.01%
+97
846
$2K ﹤0.01%
+48
847
$2K ﹤0.01%
+15
848
$2K ﹤0.01%
+98
849
$2K ﹤0.01%
+144
850
$2K ﹤0.01%
+32
32 33
34
35 36