RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $3.04B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
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 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