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
$388M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.12M
3
+$1.01M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$716K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$623K

Top Sells

1
+$562K
2
+$423K
3
+$318K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$213K
5
AAPL icon
Apple
AAPL
+$186K

Sector Composition

1 Technology 0.78%
2 Industrials 0.61%
3 Utilities 0.24%
4 Energy 0.23%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.06%
662
-107
52
$240K 0.06%
11,522
-6,548
53
$203K 0.05%
4,394
54
– –
0
55
$69K 0.02%
13,000
56
– –
-4,980
57
– –
-3,820
1 2
3