RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+2.25%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$90.9M
AUM Growth
-$42.6M
(-32%)
Cap. Flow
-$43.1M
Cap. Flow
% of AUM
-47.38%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
278
New
19
Increased
66
Reduced
90
Closed
38
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.13M |
| 2 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
$1.03M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$896K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$813K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$800K |
Top Sells
Sector Composition
| 1 | Financials | 4.17% |
| 2 | Communication Services | 2.41% |
| 3 | Energy | 2.4% |
| 4 | Industrials | 2.24% |
| 5 | Technology | 1.97% |
