RPCONE
Retirement Planning Company of New England Portfolio holdings
AUM
$225M
1-Year Return
21.81%
This Quarter Return
+10.71%
1 Year Return
+21.81%
3 Year Return
+90.25%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$14.2M
(+10%)
Cap. Flow
+$2.35M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
20.01%
Holding
221
New
13
Increased
99
Reduced
95
Closed
6
Top Buys
| 1 |
Texas Instruments
TXN
|
$325K |
| 2 |
Schlumberger
SLB
|
$303K |
| 3 |
BHP
BHP
|
$245K |
| 4 |
Direxion Daily Mid Cap Bull 3X Shares
MIDU
|
$238K |
| 5 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$233K |
Top Sells
| 1 |
Crocs
CROX
|
$277K |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
$216K |
| 3 |
Micron Technology
MU
|
$213K |
| 4 |
Phillips 66
PSX
|
$136K |
| 5 |
Clorox
CLX
|
$125K |
Sector Composition
| 1 | Healthcare | 13.93% |
| 2 | Technology | 10.91% |
| 3 | Financials | 9.71% |
| 4 | Industrials | 7.92% |
| 5 | Consumer Staples | 7.09% |
