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
$871M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.27M
3
+$9.26M
4
BND icon
Vanguard Total Bond Market
BND
+$7.63M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$7.35M

Top Sells

1
+$1.14M
2
+$270K
3
+$228K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$220K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Technology 0.84%
2 Industrials 0.59%
3 Consumer Staples 0.14%
4 Utilities 0.12%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.3%
+22,157
27
$2.54M 0.29%
+40,142
28
$2.17M 0.25%
38,298
+7,681
29
$2.09M 0.24%
+12,030
30
$2.02M 0.23%
4,691
+35
31
$1.98M 0.23%
+14,411
32
$1.92M 0.22%
+7,317
33
$1.84M 0.21%
6,401
34
$1.68M 0.19%
16,470
-210
35
$1.43M 0.16%
12,650
-526
36
$1.38M 0.16%
79,704
+34,500
37
$1.35M 0.16%
4,987
+112
38
$1.34M 0.15%
+21,780
39
$1.09M 0.12%
18,010
+136
40
$1.05M 0.12%
19,600
-180
41
$1.03M 0.12%
29,159
-786
42
$964K 0.11%
4,202
+193
43
$914K 0.1%
4,103
+1,710
44
$905K 0.1%
5,260
+80
45
$903K 0.1%
3,730
46
$830K 0.1%
10,103
-16
47
$828K 0.1%
5,063
48
$808K 0.09%
+31,016
49
$792K 0.09%
10,137
-1,319
50
$786K 0.09%
3,071
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