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
$502M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$10.2M
3
+$7.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.14M
5
JMIN
JPMorgan U.S. Minimum Volatility ETF
JMIN
+$2.74M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$7.08M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.49M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.59M

Sector Composition

1 Technology 0.79%
2 Industrials 0.54%
3 Utilities 0.27%
4 Financials 0.12%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.08%
14,980
52
$374K 0.07%
12,741
+2,813
53
$371K 0.07%
4,607
-2,661
54
$365K 0.07%
3,938
-155
55
$357K 0.07%
952
56
$357K 0.07%
5,118
+1
57
$350K 0.07%
1,547
+11
58
$344K 0.07%
2,755
-634
59
$318K 0.06%
16,476
60
$282K 0.06%
11,145
+1,055
61
$281K 0.06%
2,451
+45
62
$277K 0.06%
3,426
+11
63
$275K 0.05%
2,015
+2
64
$269K 0.05%
2,304
+148
65
$266K 0.05%
+1,910
66
$257K 0.05%
8,185
+134
67
$256K 0.05%
4,526
68
$238K 0.05%
5,770
+363
69
$230K 0.05%
2,739
-3,981
70
$224K 0.04%
7,598
+524
71
$215K 0.04%
+2,483
72
$212K 0.04%
651
73
$206K 0.04%
+3,484
74
$205K 0.04%
+3,392
75
– –
-10,000
1 2
3
4