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
$164M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$249K
2 +$244K
3 +$224K
4
MU icon
Micron Technology
MU
+$220K
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$211K

Top Sells

1 +$215K
2 +$208K
3 +$206K
4
GE icon
GE Aerospace
GE
+$184K
5
AMZN icon
Amazon
AMZN
+$165K

Sector Composition

1 Healthcare 12.8%
2 Technology 12.73%
3 Financials 9.15%
4 Industrials 7.74%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$320K 0.19%
1,404
-43
152
$318K 0.19%
3,207
+36
153
$317K 0.19%
3,832
+300
154
$315K 0.19%
1,895
-27
155
$312K 0.19%
1,607
+14
156
$312K 0.19%
755
+99
157
$308K 0.19%
3,932
+798
158
$304K 0.18%
9,788
+624
159
$301K 0.18%
16,838
-770
160
$300K 0.18%
2,877
-129
161
$296K 0.18%
18,050
+2,876
162
$291K 0.18%
2,201
+109
163
$287K 0.17%
5,247
+48
164
$279K 0.17%
1,693
-43
165
$277K 0.17%
5,639
-36
166
$273K 0.17%
1,811
+24
167
$273K 0.17%
3,591
-178
168
$270K 0.16%
1,116
-8
169
$269K 0.16%
2,620
170
$265K 0.16%
3,542
-2
171
$261K 0.16%
1,891
172
$260K 0.16%
7,016
+273
173
$259K 0.16%
5,905
+922
174
$254K 0.15%
6,230
+405
175
$254K 0.15%
4,000
+58