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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$17.7M
3 +$16.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.21%
2 Technology 0.78%
3 Energy 0.69%
4 Communication Services 0.33%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.09%
+3,389
77
$223K 0.09%
+5,403
78
$184K 0.08%
+26,233