RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+4.98%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$93.3M
AUM Growth
+$11.3M
(+14%)
Cap. Flow
+$8.09M
Cap. Flow
% of AUM
8.67%
Top 10 Holdings %
Top 10 Hldgs %
30.01%
Holding
273
New
38
Increased
73
Reduced
73
Closed
14
Top Buys
| 1 |
Phillips 66
PSX
|
$2.97M |
| 2 |
ConocoPhillips
COP
|
$2.46M |
| 3 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$1.47M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$459K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$251K |
Top Sells
Sector Composition
| 1 | Energy | 7.61% |
| 2 | Financials | 5.23% |
| 3 | Technology | 3.49% |
| 4 | Communication Services | 2.96% |
| 5 | Industrials | 2.32% |
