RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
+4.12%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$726M
AUM Growth
+$726M
(+5.2%)
Cap. Flow
+$8.18M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
78.33%
Holding
65
New
3
Increased
26
Reduced
26
Closed
4
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.56M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.84M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$1.77M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.69M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.44M |
Top Sells
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.08M |
| 2 |
iShares Exponential Technologies ETF
XT
|
$1.03M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$483K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$467K |
Sector Composition
| 1 | Technology | 0.9% |
| 2 | Industrials | 0.63% |
| 3 | Utilities | 0.18% |
| 4 | Consumer Staples | 0.12% |
| 5 | Consumer Discretionary | 0.11% |
