RPG

Risk Paradigm Group Portfolio holdings

AUM $41.1M
1-Year Est. Return 10.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.7M
AUM Growth
-$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$843K
3
+$772K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$719K
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$670K

Top Sells

1
+$1.39M
2
+$1.26M
3
+$937K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$763K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$606K

Sector Composition

1 Financials 4.04%
2 Communication Services 2.43%
3 Technology 2.01%
4 Industrials 1.99%
5 Energy 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
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