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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
876
$1K ﹤0.01%
+10
877
$1K ﹤0.01%
+50
878
– –
0
879
$1K ﹤0.01%
+7
880
$1K ﹤0.01%
+11
881
$1K ﹤0.01%
+9
882
$1K ﹤0.01%
+35
883
$1K ﹤0.01%
+25
884
$1K ﹤0.01%
+32
885
$1K ﹤0.01%
+27
886
$1K ﹤0.01%
+2
887
$1K ﹤0.01%
+17
888
$1K ﹤0.01%
+50
889
$1K ﹤0.01%
+121
890
$1K ﹤0.01%
+24
891
$1K ﹤0.01%
+118
892
$1K ﹤0.01%
+95
893
$1K ﹤0.01%
+13
894
$1K ﹤0.01%
+450
895
$1K ﹤0.01%
+5
896
$1K ﹤0.01%
+15
897
$1K ﹤0.01%
+71
898
$1K ﹤0.01%
+80
899
$1K ﹤0.01%
+45
900
$1K ﹤0.01%
+34
34 35
36
37 38