RPGNY
Retirement Planning Group (New York) Portfolio holdings
AUM
$114M
1 Year Est. Return
–
AUM
$114M
AUM Growth
+$15.5M
(+16%)
Holding
77
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.2M | |
| 3 | +$1.16M | |
| 4 |
Columbia Research Enhanced Core ETF
RECS
|
+$968K |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
+$841K |
Top Sells
| 1 | +$400K | |
| 2 | +$109K | |
| 3 | +$104K | |
| 4 |
Invesco Dow Jones Industrial Average Dividend ETF
DJD
|
+$88.6K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$85.6K |
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Industrials | 4.22% |
| 3 | Healthcare | 3.16% |
| 4 | Energy | 1.66% |
| 5 | Communication Services | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Cybersecurity and Tech ETF
IHAK
$946M
| $209K | 0.18% |
+3,921
|
|
||
77
Plug Power
PLUG
$3.44B
| $25.4K | 0.02% |
17,055
-1,485
|
|