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
$880M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$3.32M
3
+$3.02M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.72M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.53M

Top Sells

1
+$2.46M
2
+$2.37M
3
+$1.72M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.68M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.65M

Sector Composition

1 Technology 0.91%
2 Industrials 0.54%
3 Consumer Discretionary 0.17%
4 Consumer Staples 0.16%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.03%
+5,153
77
$262K 0.03%
957
78
$262K 0.03%
2,571
79
$248K 0.03%
2,144
80
$239K 0.03%
3,533
-632
81
$237K 0.03%
1,747
-12,664
82
$227K 0.03%
1,386
+25
83
$219K 0.02%
3,549
-6
84
$218K 0.02%
644
+3
85
$205K 0.02%
+5,080
86
$202K 0.02%
2,521
87
$201K 0.02%
+3,700
88
– –
-2,492
89
– –
-691
90
– –
-1,506
91
– –
-11,949
1 2 3
4