RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+2.11%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$85M
AUM Growth
-$2.71M
(-3.1%)
Cap. Flow
-$4.39M
Cap. Flow
% of AUM
-5.16%
Top 10 Holdings %
Top 10 Hldgs %
30%
Holding
260
New
13
Increased
39
Reduced
117
Closed
30
Top Buys
| 1 |
Invesco Variable Rate Preferred ETF
VRP
|
$1.62M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$979K |
| 3 |
Pfizer
PFE
|
$818K |
| 4 |
Johnson & Johnson
JNJ
|
$180K |
| 5 |
Xerox
XRX
|
$176K |
Top Sells
Sector Composition
| 1 | Financials | 4.65% |
| 2 | Technology | 3.07% |
| 3 | Healthcare | 2.86% |
| 4 | Communication Services | 2.71% |
| 5 | Industrials | 2.52% |
