RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
+0.95%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$251M
AUM Growth
+$251M
(-23%)
Cap. Flow
-$76.9M
Cap. Flow
% of AUM
-30.62%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
69
New
2
Increased
20
Reduced
36
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$24.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.7M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$11.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.72M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$7.28M |
Sector Composition
| 1 | Industrials | 1.07% |
| 2 | Technology | 0.67% |
| 3 | Energy | 0.47% |
| 4 | Consumer Staples | 0.15% |
| 5 | Communication Services | 0.14% |
