RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+3.57%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$84.6M
AUM Growth
+$36.1M
(+75%)
Cap. Flow
+$36.3M
Cap. Flow
% of AUM
42.9%
Top 10 Holdings %
Top 10 Hldgs %
34.25%
Holding
473
New
30
Increased
102
Reduced
33
Closed
250
Top Buys
| 1 |
iShares MSCI Japan ETF
EWJ
|
$3.3M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$2.92M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.72M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.66M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.66M |
Top Sells
Sector Composition
| 1 | Energy | 2.48% |
| 2 | Financials | 2% |
| 3 | Consumer Staples | 1.69% |
| 4 | Industrials | 1.57% |
| 5 | Utilities | 1.39% |
