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
$871M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.27M
3
+$9.26M
4
BND icon
Vanguard Total Bond Market
BND
+$7.63M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$7.35M

Top Sells

1
+$1.14M
2
+$270K
3
+$228K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$220K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Technology 0.84%
2 Industrials 0.59%
3 Consumer Staples 0.14%
4 Utilities 0.12%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.09%
1,756
+255
52
$738K 0.08%
9,314
+5
53
$720K 0.08%
21,897
-780
54
$703K 0.08%
38,808
-2,157
55
$675K 0.08%
14,367
+4,125
56
$659K 0.08%
+5,147
57
$620K 0.07%
14,473
-1,171
58
$521K 0.06%
6,966
-116
59
$471K 0.05%
1,695
+15
60
$442K 0.05%
+19,410
61
$425K 0.05%
+8,382
62
$396K 0.05%
807
63
$383K 0.04%
+11,865
64
$364K 0.04%
1,533
+163
65
$344K 0.04%
2,550
-459
66
$329K 0.04%
5,218
-575
67
$322K 0.04%
6,073
+727
68
$318K 0.04%
+11,949
69
$317K 0.04%
4,995
-256
70
$304K 0.03%
+2,619
71
$282K 0.03%
+4,165
72
$278K 0.03%
+2,470
73
$266K 0.03%
+2,571
74
$260K 0.03%
957
+27
75
$249K 0.03%
+1,506
1 2
3
4