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
$276M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$13M
3 +$8.69M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.14M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.43M

Top Sells

1 +$7.67M
2 +$6.42M
3 +$4.61M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.26M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.7M

Sector Composition

1 Industrials 1.11%
2 Technology 0.66%
3 Energy 0.6%
4 Healthcare 0.34%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.08%
+3,964
77
-24,171
78
-9,534
79
-69,966
80
-104,582
81
-3,389
82
-26,233