RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.88B
1-Year Est. Return 11.42%
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$13.7M
3
+$11.1M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.93M

Top Sells

1
+$11.3M
2
+$8.05M
3
+$7.32M
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$2.17M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.4M

Sector Composition

1 Technology 0.64%
2 Industrials 0.45%
3 Communication Services 0.18%
4 Energy 0.18%
5 Materials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.48%
11,473
+365
27
$1.23M 0.45%
16,463
28
$1.19M 0.44%
11,242
-76,146
29
$1.03M 0.38%
9,081
+145
30
$956K 0.35%
18,628
-3,961
31
$914K 0.34%
38,545
-477,213
32
$793K 0.29%
19,816
+916
33
$678K 0.25%
20,331
-65,155
34
$624K 0.23%
22,855
-1,208
35
$622K 0.23%
7,797
-3,790
36
$535K 0.2%
6,770
-17,763
37
$531K 0.2%
5,088
38
$447K 0.17%
13,924
+5,182
39
$425K 0.16%
5,447
-800
40
$407K 0.15%
5,213
41
$389K 0.14%
3,232
42
$376K 0.14%
1,482
43
$332K 0.12%
4,000
44
$269K 0.1%
4,467
45
$262K 0.1%
2,635
46
$262K 0.1%
5,120
-2,334
47
$247K 0.09%
+6,500
48
$247K 0.09%
9,517
-1,197
49
$236K 0.09%
2,156
50
$228K 0.08%
13,531
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