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RGF

Retirement Guys Formula Portfolio holdings

AUM $217M
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$2.32M
2
+$1.94M
3
+$699K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$438K
5
NUE icon
Nucor
NUE
+$352K

Top Sells

1
+$2.12M
2
+$809K
3
+$582K
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
126
– –
-16,153
127
– –
-22,687
128
– –
-1,050
129
– –
-10,125
130
– –
-5,087
131
– –
-12
132
– –
-13,061
2 3 4 5
6