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
$51.9M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$1.88M
2 +$1.54M
3 +$1.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M

Sector Composition

1 Financials 1.15%
2 Energy 0.32%
3 Technology 0.31%
4 Communication Services 0.3%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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