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
$282M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.38M
3
+$995K
4
BND icon
Vanguard Total Bond Market
BND
+$748K
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$625K

Top Sells

1
+$1.48M
2
+$488K
3
+$431K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$331K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$299K

Sector Composition

1 Industrials 0.56%
2 Technology 0.56%
3 Energy 0.22%
4 Communication Services 0.19%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.08%
+4,418
52
$212K 0.08%
+1,493
53
$206K 0.07%
2,084
-222
54
$204K 0.07%
+1,336
55
$153K 0.05%
70,000
+50,000
56
$149K 0.05%
11,031
-2,500
57
– –
-10,000
1 2
3