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
$502M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$10.2M
3 +$7.15M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.14M
5
JMIN
JPMorgan U.S. Minimum Volatility ETF
JMIN
+$2.74M

Top Sells

1 +$15.9M
2 +$10.2M
3 +$7.08M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.49M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.59M

Sector Composition

1 Technology 0.79%
2 Industrials 0.54%
3 Utilities 0.27%
4 Financials 0.12%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,000
77
-8,406