RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
+6.5%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$1.31B
AUM Growth
+$1.31B
(+17%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
65.95%
Holding
219
New
35
Increased
89
Reduced
48
Closed
6
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$13.5M |
| 2 |
Vanguard Growth ETF
VUG
|
$12.6M |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$9.35M |
| 4 |
Vanguard Value ETF
VTV
|
$8.37M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.99M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2.09% |
| 2 | Technology | 2.07% |
| 3 | Industrials | 0.49% |
| 4 | Financials | 0.34% |
| 5 | Communication Services | 0.29% |
