RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
-1.35%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$48.5M
AUM Growth
-$56.4M
(-54%)
Cap. Flow
-$51.7M
Cap. Flow
% of AUM
-106.72%
Top 10 Holdings %
Top 10 Hldgs %
56.36%
Holding
523
New
192
Increased
101
Reduced
44
Closed
80
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.86M |
| 2 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$3.57M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$2.93M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.89M |
| 5 |
iShares MBS ETF
MBB
|
$1.52M |
Top Sells
Sector Composition
| 1 | Energy | 5.4% |
| 2 | Consumer Staples | 2.09% |
| 3 | Financials | 1.99% |
| 4 | Utilities | 1.88% |
| 5 | Technology | 1.55% |
