RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
+0.27%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$371M
AUM Growth
+$371M
(+0.73%)
Cap. Flow
+$1.67M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
86.36%
Holding
60
New
5
Increased
10
Reduced
25
Closed
5
Top Buys
| 1 |
John Hancock Multifactor Large Cap ETF
JHML
|
$14.2M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$6.88M |
| 3 |
John Hancock Multifactor Developed International ETF
JHMD
|
$4.81M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.08M |
| 5 |
Evergy
EVRG
|
$1.06M |
Top Sells
| 1 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$18.7M |
| 2 |
Schwab US REIT ETF
SCHH
|
$3.83M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.7M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.45M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.34M |
Sector Composition
| 1 | Technology | 0.65% |
| 2 | Industrials | 0.61% |
| 3 | Utilities | 0.29% |
| 4 | Energy | 0.23% |
| 5 | Financials | 0.14% |
