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
$281M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.56M
3
+$1.79M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M

Top Sells

1
+$2.23M
2
+$1.92M
3
+$1.38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.19M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.04M

Sector Composition

1 Industrials 1.15%
2 Technology 0.49%
3 Energy 0.49%
4 Financials 0.29%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,383
77
– –
-5,403
78
– –
-13,764
79
– –
-11,284
80
– –
-8,821
1 2 3
4