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
$371M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.88M
3
+$4.81M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.08M
5
EVRG icon
Evergy
EVRG
+$1.06M

Top Sells

1
+$18.7M
2
+$3.83M
3
+$1.7M
4
BND icon
Vanguard Total Bond Market
BND
+$1.45M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.34M

Sector Composition

1 Technology 0.65%
2 Industrials 0.61%
3 Utilities 0.29%
4 Energy 0.23%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.06%
2,822
-900
52
$213K 0.06%
+3,820
53
– –
0
54
$76K 0.02%
13,000
55
– –
-5,170
56
– –
-10,089
57
– –
-3,326
58
– –
-25,555
59
– –
0
60
– –
-4,622
1 2
3