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
$173M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$7.41M
2 +$2.36M
3 +$577K
4
META icon
Meta Platforms (Facebook)
META
+$421K
5
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$383K

Sector Composition

1 Consumer Staples 9.96%
2 Technology 3.88%
3 Healthcare 2.99%
4 Financials 2.33%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,706
127
-8,649
128
-4,583