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
51
$226K 0.08%
2,306
+1
52
$212K 0.08%
2,672
-1,834
53
$46K 0.02%
+20,000
54
$5K ﹤0.01%
+10,000
55
– –
-17,595
56
– –
-6,093
57
– –
-5,134
58
– –
-1,745
59
– –
-10,345
1 2
3