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
$243M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$17.7M
3
+$16.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.21%
2 Technology 0.78%
3 Energy 0.69%
4 Communication Services 0.33%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$443K 0.18%
+14,372
52
$440K 0.18%
+19,517
53
$418K 0.17%
+37,968
54
$405K 0.17%
+37,983
55
$401K 0.17%
+11,616
56
$388K 0.16%
+5,338
57
$388K 0.16%
+6,000
58
$373K 0.15%
+4,521
59
$373K 0.15%
+6,479
60
$360K 0.15%
+13,466
61
$353K 0.15%
+9,690
62
$351K 0.14%
+6,821
63
$337K 0.14%
+3,035
64
$330K 0.14%
+21,318
65
$327K 0.13%
+10,982
66
$289K 0.12%
+6,012
67
$283K 0.12%
+6,003
68
$275K 0.11%
+21,419
69
$255K 0.1%
+5,073
70
$246K 0.1%
+4,400
71
$237K 0.1%
+11,266
72
$236K 0.1%
+2,582
73
$234K 0.1%
+9,642
74
$231K 0.1%
+9,534
75
$228K 0.09%
+2,658
1 2
3
4