RGF
Retirement Guys Formula Portfolio holdings
AUM
$284M
1-Year Est. Return
17.36%
1 Year Est. Return
+17.36%
AUM
$263M
AUM Growth
+$62M
(+31%)
Holding
155
Top Buys
| 1 | +$16.2M | |
| 2 | +$7.79M | |
| 3 | +$5.46M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.37M |
| 5 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$5.16M |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.34M | |
| 3 | +$1.18M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$445K |
| 5 |
Franklin Bitcoin ETF
EZBC
|
+$294K |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Healthcare | 6.54% |
| 3 | Consumer Staples | 6.3% |
| 4 | Industrials | 3.74% |
| 5 | Communication Services | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DFS
151
DELISTED
Discover Financial Services
DFS
| – | – |
-1,400
|
|
||
152
Catalyst Pharmaceutical
CPRX
$2.57B
| – | – |
-9,517
|
|
||
153
Chemed
CHE
$6.36B
| – | – |
-355
|
|
||
|
154
Capital Group Growth ETF
CGGR
$16.7B
| – | – |
-12,988
|
|
||
155
Lantheus
LNTH
$3.81B
| – | – |
-2,058
|
|