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
$810M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.1M
3
+$8.16M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$6.24M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.11M

Top Sells

1
+$19.9M
2
+$7.28M
3
+$6.02M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$4.59M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.47M

Sector Composition

1 Technology 0.94%
2 Industrials 0.44%
3 Healthcare 0.2%
4 Utilities 0.19%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-10,094
127
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-7,240
128
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-15,660
129
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-9,204
130
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-88
131
– –
-5,147
132
– –
-2,041
133
– –
-6,846
134
– –
-4,030
135
– –
-2,571
136
– –
-1,724
137
– –
-337,416
2 3 4 5
6