RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.88B
1-Year Est. Return 11.42%
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$871M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.27M
3
+$9.26M
4
BND icon
Vanguard Total Bond Market
BND
+$7.63M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$7.35M

Top Sells

1
+$1.14M
2
+$270K
3
+$228K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$220K
5
T icon
AT&T
T
+$214K

Sector Composition

1 Technology 0.84%
2 Industrials 0.59%
3 Consumer Staples 0.14%
4 Utilities 0.12%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.03%
3,555
+35
77
$234K 0.03%
+1,920
78
$227K 0.03%
1,377
+148
79
$226K 0.03%
2,144
80
$223K 0.03%
+641
81
$213K 0.02%
+11,648
82
$212K 0.02%
1,361
-26
83
$206K 0.02%
+691
84
$203K 0.02%
+2,492
85
$202K 0.02%
+2,521
86
– –
-9,347
87
– –
-3,017
1 2 3
4