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
$90.9M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$1.03M
3 +$896K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$813K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$800K

Sector Composition

1 Financials 4.17%
2 Communication Services 2.41%
3 Energy 2.4%
4 Industrials 2.24%
5 Technology 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12.1K 0.01%
156
227
$11.8K 0.01%
140
228
$11.7K 0.01%
356
229
$11.6K 0.01%
800
230
$11.5K 0.01%
150
231
$11.4K 0.01%
174
232
$11K 0.01%
426
-80
233
$11K 0.01%
+250
234
$10.7K 0.01%
+187
235
$10.6K 0.01%
922
236
$10.6K 0.01%
400
237
$10.4K 0.01%
+228
238
$10.3K 0.01%
100
239
-100
240
-13,133
241
-8,860
242
-850
243
-700
244
-102,100
245
-1,552
246
-953
247
-532
248
-351
249
-1,674
250
-442