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
$313M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.76M
3
+$3.91M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$810K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$376K

Top Sells

1
+$5.24M
2
+$3.98M
3
+$726K
4
DWX icon
SPDR S&P International Dividend ETF
DWX
+$635K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$493K

Sector Composition

1 Technology 0.52%
2 Industrials 0.44%
3 Energy 0.23%
4 Communication Services 0.19%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.07%
+1,881
52
$207K 0.07%
2,000
53
– –
-6,096
54
– –
-3,645
1 2
3