RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
-1.18%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$2.47M
(+2.4%)
Cap. Flow
+$3.87M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
375
New
20
Increased
80
Reduced
59
Closed
37
Top Buys
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
$2.93M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.5M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.41M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.84M |
| 5 |
First Trust S&P REIT Index Fund
FRI
|
$927K |
Sector Composition
| 1 | Energy | 2.49% |
| 2 | Financials | 0.69% |
| 3 | Technology | 0.62% |
| 4 | Utilities | 0.59% |
| 5 | Healthcare | 0.52% |
