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RPG

Risk Paradigm Group Portfolio holdings

AUM $117M
This Fund
S&P 500
This Quarter Est. Return
+2.5%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
+$101M
Cap. Flow %
99.11%
Top 10 Hldgs %
30.99%
Holding
349
New
349
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 2.81%
2 Financials 0.74%
3 Technology 0.64%
4 Healthcare 0.55%
5 Utilities 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENLK
51
DELISTED
EnLink Midstream Partners, LP
ENLK
$496K 0.48%
+20,061
New +$557K
KMI icon
52
Kinder Morgan
KMI
$71.3B
$496K 0.48%
+11,782
New +$488K
UCC icon
53
ProShares Ultra Consumer Discretionary
UCC
$10.4M
$480K 0.47%
+35,488
New +$453K
RXL icon
54
ProShares Ultra Health Care
RXL
$84.2M
$474K 0.46%
+26,816
New +$452K
ROM icon
55
ProShares Ultra Technology
ROM
$1.11B
$473K 0.46%
+98,880
New +$475K
UYG icon
56
ProShares Ultra Financials
UYG
$829M
$462K 0.45%
+19,086
New +$459K
UXI icon
57
ProShares Ultra Industrials
UXI
$30.7M
$417K 0.41%
+42,312
New +$409K
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$414K 0.4%
+5,114
New +$411K
VGIT icon
59
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$406K 0.4%
+6,213
New +$405K
XOM icon
60
ExxonMobil
XOM
$639B
$337K 0.33%
+3,965
New +$352K
UGE icon
61
ProShares Ultra Consumer Staples
UGE
$12.3M
$315K 0.31%
+38,712
New +$314K
UYM icon
62
ProShares Ultra Materials
UYM
$37.4M
$306K 0.3%
+24,948
New +$313K
SDP icon
63
ProShares UltraShort Utilities
SDP
$4.06M
$305K 0.3%
+741
New +$293K
DUG icon
64
ProShares UltraShort Energy
DUG
$21.1M
$300K 0.29%
+281
New +$306K
IYJ icon
65
iShares US Industrials ETF
IYJ
$1.98B
$270K 0.26%
+5,012
New +$269K
VMW
66
DELISTED
VMware, Inc
VMW
$260K 0.25%
+3,175
New +$260K
VGK icon
67
Vanguard FTSE Europe ETF
VGK
$30.7B
$256K 0.25%
+4,722
New +$254K
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.1T
$256K 0.25%
+1,773
New +$261K
IYW icon
69
iShares US Technology ETF
IYW
$23.5B
$253K 0.25%
+9,652
New +$254K
DXJ icon
70
WisdomTree Japan Hedged Equity Fund
DXJ
$7.06B
$244K 0.24%
+4,430
New +$231K
NGLS
71
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
$231K 0.23%
+5,577
New +$245K
CVX icon
72
Chevron
CVX
$390B
$230K 0.22%
+2,188
New +$233K
AAPL icon
73
Apple
AAPL
$4.42T
$211K 0.21%
+6,772
New +$204K
VGLT icon
74
Vanguard Long-Term Treasury ETF
VGLT
$10B
$197K 0.19%
+2,450
New +$197K
AMJ
75
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$188K 0.18%
+4,401
New +$194K

Similar funds

Risk Paradigm Group's Q1 2015 Portfolio in Review

Q1 2015 is the first quarter with a 13F filing on record for Risk Paradigm Group, which disclosed 349 positions worth $102M. Its ten largest holdings account for 31% of the portfolio.

Its largest position is iShares Europe ETF: 85,866 shares worth $3.8M.

By sector, the portfolio is most concentrated in Energy at 2.8% of assets, followed by Financials and Technology.

  • Risk Paradigm Group's largest Q1 2015 buy was iShares Europe ETF: 85,866 shares worth $3.8M.
  • Risk Paradigm Group's ten largest holdings make up 31% of its $102M portfolio in Q1 2015.
  • Risk Paradigm Group disclosed 349 positions in Q1 2015, its first 13F filing on record.

Based on Risk Paradigm Group's 13F filing for Q1 2015, filed 14 May 2015.