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
$366M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$669K
3 +$532K
4
EPC icon
Edgewell Personal Care
EPC
+$522K
5
ENR icon
Energizer
ENR
+$426K

Sector Composition

1 Industrials 0.64%
2 Technology 0.54%
3 Consumer Staples 0.23%
4 Financials 0.15%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
$82K 0.02%
+13,000
53
-60,000