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
176
$250K 0.14%
1,756
+12
177
$250K 0.14%
+3,207
178
$249K 0.14%
5,186
179
$249K 0.14%
2,469
-500
180
$247K 0.13%
7,370
-396
181
$247K 0.13%
3,230
+8
182
$246K 0.13%
18,455
-188
183
$245K 0.13%
2,909
184
$242K 0.13%
4,133
-100
185
$242K 0.13%
808
186
$230K 0.13%
12,039
+1,297
187
$229K 0.12%
7,658
-63
188
$229K 0.12%
979
+84
189
$229K 0.12%
2,391
+5
190
$228K 0.12%
448
+23
191
$228K 0.12%
1,723
-92
192
$225K 0.12%
30,101
+2,951
193
$224K 0.12%
2,501
+100
194
$223K 0.12%
13,895
+1,554
195
$221K 0.12%
2,808
+105
196
$221K 0.12%
6,121
197
$219K 0.12%
1,300
-897
198
$217K 0.12%
1,896
+7
199
$211K 0.11%
4,826
-298
200
$210K 0.11%
671
-12