RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.35B
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.88M
3
+$4.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.08M
5
EVRG icon
Evergy
EVRG
+$1.06M

Top Sells

1
+$18.7M
2
+$3.83M
3
+$1.7M
4
BND icon
Vanguard Total Bond Market
BND
+$1.45M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.34M

Sector Composition

1 Technology 0.65%
2 Industrials 0.61%
3 Utilities 0.29%
4 Energy 0.23%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$928K 0.25%
6,194
-876
27
$765K 0.21%
23,883
-967
28
$681K 0.18%
11,388
+400
29
$680K 0.18%
5,213
30
$631K 0.17%
4,149
-123
31
$566K 0.15%
10,676
-260
32
$525K 0.14%
3,232
33
$448K 0.12%
5,359
-3,250
34
$444K 0.12%
3,165
-16
35
$423K 0.11%
4,980
36
$402K 0.11%
4,859
-600
37
$384K 0.1%
1,083
-35
38
$377K 0.1%
18,070
-183,610
39
$354K 0.1%
6,463
-713
40
$346K 0.09%
4,252
-83
41
$308K 0.08%
2,144
42
$289K 0.08%
17,583
-1,173
43
$283K 0.08%
2,333
44
$282K 0.08%
4,481
45
$264K 0.07%
2,474
46
$261K 0.07%
1,398
47
$258K 0.07%
769
48
$247K 0.07%
8,759
49
$243K 0.07%
2,156
50
$222K 0.06%
4,394
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