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
$329M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.66%
2 Industrials 0.42%
3 Communication Services 0.19%
4 Energy 0.18%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.06%
+1,272
52
$166K 0.05%
60,000
-20,000
53
-7,593