RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+2.87%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$59.7M
(+81%)
Cap. Flow
+$57.7M
Cap. Flow
% of AUM
43.21%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
278
New
52
Increased
68
Reduced
58
Closed
19
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$10.5M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.84M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$5.78M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.63M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$5.11M |
Top Sells
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Communication Services | 2.3% |
| 3 | Energy | 1.6% |
| 4 | Industrials | 1.57% |
| 5 | Technology | 1.26% |
