RPG
Risk Paradigm Group Portfolio holdings
AUM
$41.1M
1-Year Return
10.58%
This Quarter Return
+4.55%
1 Year Return
-10.58%
3 Year Return
+16.32%
5 Year Return
–
10 Year Return
–
AUM
$87.7M
AUM Growth
-$3.14M
(-3.5%)
Cap. Flow
-$7M
Cap. Flow
% of AUM
-7.98%
Top 10 Holdings %
Top 10 Hldgs %
32.61%
Holding
273
New
33
Increased
41
Reduced
111
Closed
26
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.26M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$937K |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$763K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$606K |
Sector Composition
| 1 | Financials | 4.04% |
| 2 | Communication Services | 2.43% |
| 3 | Technology | 2.01% |
| 4 | Industrials | 1.99% |
| 5 | Energy | 1.97% |
