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
201
$206K 0.11%
+1,557
202
$204K 0.11%
2,000
+6
203
$204K 0.11%
+1,327
204
$201K 0.11%
7,352
+578
205
$200K 0.11%
12,529
-372
206
$175K 0.1%
12,491
+1,906
207
$92.7K 0.05%
11,679
-5,314
208
$75.7K 0.04%
11,778
-17
209
$47.2K 0.03%
12,483
210
$44.5K 0.02%
16,310
-2,736
211
$36.3K 0.02%
62,492
-3,951
212
$32.2K 0.02%
10,000
213
$24.6K 0.01%
21,435
-11,279
214
-10,558
215
-10,141
216
-3,226
217
-2,000
218
-3,732
219
-10,844
220
-5,751
221
-1,590
222
-57,041
223
-22,783
224
-70,885
225
-4,952