RPG

Risk Paradigm Group Portfolio holdings

AUM $41.1M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
-10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.69M
3
+$3.54M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.33M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.28M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.81%
2 Financials 0.74%
3 Technology 0.64%
4 Healthcare 0.55%
5 Utilities 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.64K 0.01%
+100
227
$8.37K 0.01%
+250
228
$8.32K 0.01%
+100
229
$8.14K 0.01%
+188
230
$8.08K 0.01%
+149
231
$8.07K 0.01%
+201
232
$8K 0.01%
+126
233
$7.71K 0.01%
+62
234
$7.34K 0.01%
+100
235
$7.27K 0.01%
+350
236
$7.09K 0.01%
+100
237
$6.9K 0.01%
+274
238
$6.86K 0.01%
+300
239
$6.61K 0.01%
+300
240
$6.59K 0.01%
+107
241
$6.55K 0.01%
+60
242
$6.55K 0.01%
+1,800
243
$6.45K 0.01%
+200
244
$6.43K 0.01%
+65
245
$6.4K 0.01%
+200
246
$6.3K 0.01%
+82
247
$6.21K 0.01%
+125
248
$6.18K 0.01%
+161
249
$6.14K 0.01%
+255
250
$6.1K 0.01%
+5
8 9
10
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