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
$690M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$1.88M
3
+$1.58M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.18M

Top Sells

1
+$2.63M
2
+$2.3M
3
+$808K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$795K
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$542K

Sector Composition

1 Technology 0.99%
2 Industrials 0.52%
3 Utilities 0.18%
4 Consumer Staples 0.17%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.05%
2,267
-398
52
$275K 0.04%
+5,971
53
$275K 0.04%
2,157
54
$270K 0.04%
+1,305
55
$260K 0.04%
2,245
56
$236K 0.03%
2,144
57
$233K 0.03%
3,017
-199
58
$224K 0.03%
930
59
$218K 0.03%
+3,518
60
$213K 0.03%
+2,492
61
$210K 0.03%
+5,097
62
$206K 0.03%
+876
1 2
3