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
$184M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$369K
3 +$297K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$288K
5
GEHC icon
GE HealthCare
GEHC
+$250K

Top Sells

1 +$1.29M
2 +$932K
3 +$727K
4
LH icon
Labcorp
LH
+$705K
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$414K

Sector Composition

1 Technology 15.09%
2 Healthcare 10.96%
3 Financials 9.62%
4 Industrials 7.94%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$315K 0.17%
6,410
-241
152
$314K 0.17%
1,566
+44
153
$312K 0.17%
4,934
+251
154
$307K 0.17%
1,515
-130
155
$298K 0.16%
1,486
-26
156
$297K 0.16%
2,620
157
$297K 0.16%
+10,370
158
$296K 0.16%
1,671
+136
159
$294K 0.16%
786
-203
160
$292K 0.16%
10,472
-270
161
$291K 0.16%
3,313
-1,230
162
$287K 0.16%
735
+48
163
$283K 0.15%
4,883
-76
164
$283K 0.15%
757
-5
165
$282K 0.15%
731
-100
166
$281K 0.15%
2,814
167
$281K 0.15%
6,591
+43
168
$276K 0.15%
1,174
-19
169
$276K 0.15%
2,018
+42
170
$274K 0.15%
805
171
$274K 0.15%
4,540
-710
172
$268K 0.15%
16,476
-202
173
$267K 0.15%
24,453
+127
174
$266K 0.14%
1,798
-39
175
$261K 0.14%
1,902
+6