RPGNY
Retirement Planning Group (New York) Portfolio holdings
AUM
$114M
This Quarter Return
-0.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.9M
AUM Growth
–
Cap. Flow
+$90.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.2%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$9.69M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$7.17M |
| 3 |
Nuveen Core Equity Alpha Fund
JCE
|
$4.64M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
$4.41M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
$4.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 5.15% |
| 2 | Technology | 3.87% |
| 3 | Industrials | 2.97% |
| 4 | Energy | 1.94% |
| 5 | Consumer Discretionary | 1.58% |
