RGF

Retirement Guys Formula Portfolio holdings

AUM $284M
1-Year Est. Return 17.36%
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.93M
3
+$700K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$454K
5
NUE icon
Nucor
NUE
+$320K

Top Sells

1
+$2.12M
2
+$809K
3
+$657K
4
WELL icon
Welltower
WELL
+$475K
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$465K

Sector Composition

1 Technology 7.47%
2 Consumer Staples 6.5%
3 Healthcare 4.2%
4 Industrials 3.4%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.64%
5,616
-418
52
$1.32M 0.63%
2,810
-112
53
$1.31M 0.63%
8,368
-21
54
$1.31M 0.63%
3,930
+332
55
$1.31M 0.63%
3,495
+224
56
$1.31M 0.63%
2,795
-3
57
$1.29M 0.62%
9,129
+1,185
58
$1.28M 0.62%
18,737
+3,566
59
$1.28M 0.61%
4,885
+357
60
$1.26M 0.6%
23,176
+890
61
$1.24M 0.6%
1,184
-9
62
$1.23M 0.59%
5,445
+337
63
$1.21M 0.58%
46,569
-24
64
$991K 0.47%
38,289
-3,591
65
$948K 0.45%
5,750
-167
66
$947K 0.45%
35,213
-3,251
67
$935K 0.45%
8,422
+123
68
$849K 0.41%
22,065
-369
69
$843K 0.4%
13,242
+630
70
$786K 0.38%
5,023
+378
71
$781K 0.37%
22,884
-2,779
72
$764K 0.37%
5,228
+882
73
$763K 0.37%
6,176
+1,136
74
$749K 0.36%
6,505
-243
75
$713K 0.34%
2,797
+352
1 2
3
4 5