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

Top Sells

1
+$6.98M
2
+$5.68M
3
+$3.77M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.71M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.59M

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
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