RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
1-Year Return
11.41%
This Quarter Return
+0.88%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$1.57B
AUM Growth
+$267M
(+20%)
Cap. Flow
+$255M
Cap. Flow
% of AUM
16.2%
Top 10 Holdings %
Top 10 Hldgs %
60.65%
Holding
245
New
32
Increased
66
Reduced
97
Closed
14
Top Buys
| 1 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
$79.7M |
| 2 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
$63.6M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$47.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$31.2M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$26.5M |
Top Sells
Sector Composition
| 1 | Technology | 2.24% |
| 2 | Consumer Staples | 2.03% |
| 3 | Financials | 0.43% |
| 4 | Industrials | 0.36% |
| 5 | Communication Services | 0.35% |
