RPG

Risk Paradigm Group Portfolio holdings

AUM $41.1M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
-10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$7.84M
3 +$5.78M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.63M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.11M

Sector Composition

1 Financials 2.31%
2 Communication Services 2.3%
3 Energy 1.6%
4 Industrials 1.57%
5 Technology 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$23.9K 0.02%
775
202
$23.8K 0.02%
403
203
$23.1K 0.02%
670
204
$22.5K 0.02%
1,021
205
$22.2K 0.02%
300
206
$22K 0.02%
316
207
$21.1K 0.02%
742
+41
208
$21.1K 0.02%
400
+100
209
$20.9K 0.02%
440
210
$20.6K 0.02%
1,900
211
$20.5K 0.02%
2,422
-209
212
$20.1K 0.02%
+812
213
$19.7K 0.01%
103
214
$19.6K 0.01%
+850
215
$19.6K 0.01%
358
216
$19.3K 0.01%
+589
217
$18.8K 0.01%
1,000
218
$17.7K 0.01%
1,674
+198
219
$17.6K 0.01%
+442
220
$17K 0.01%
1,552
221
$16.7K 0.01%
422
222
$16.6K 0.01%
701
223
$15.7K 0.01%
200
224
$15.6K 0.01%
+350
225
$15.5K 0.01%
213