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RFS
Retirement Financial Solutions Portfolio holdings
AUM
$350M
1-Year Est. Return
16.94%
This Fund
S&P 500
1 Year Est. Return
+16.94%
AUM
$350M
AUM Growth
+$8.19M
(+2.4%)
Holding
56
Top Buys
| 1 | +$11.8M | |
| 2 | +$11.2M | |
| 3 | +$11.1M | |
| 4 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
+$9.44M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$6.01M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$10.8M | |
| 3 | +$5.79M | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$5.48M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.33M |
Sector Composition
| 1 | Technology | 0.31% |
| 2 | Financials | 0.24% |
| 3 | Energy | 0.15% |
| 4 | Consumer Discretionary | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Equity Premium Income ETF
JEPI
$44.7B
| $214K | 0.06% |
3,779
-100
|
|
||
52
Texas Instruments
TXN
$275B
| $202K | 0.06% |
+1,038
|
|
||
53
Alpha Architect 1-3 Month Box ETF
BOXX
$12.3B
| $200K | 0.06% |
+1,723
|
|
||
54
WisdomTree US LargeCap Fund
EPS
$1.54B
| – | – |
-81,652
|
|
||
55
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
| – | – |
-81,462
|
|
||
56
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.56B
| – | – |
-103,238
|
|