RGF
Retirement Guys Formula Portfolio holdings
AUM
$219M
1-Year Est. Return
17.96%
This Fund
S&P 500
1 Year Est. Return
+17.96%
AUM
$219M
AUM Growth
-$64.9M
(-23%)
Holding
180
Top Buys
| 1 | +$1.71M | |
| 2 | +$992K | |
| 3 | +$985K | |
| 4 |
AT&T
T
|
+$960K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$783K |
Top Sells
| 1 | +$13.9M | |
| 2 | +$13.8M | |
| 3 | +$6.63M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.5M |
| 5 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
+$4.89M |
Sector Composition
| 1 | Technology | 11.75% |
| 2 | Healthcare | 8.17% |
| 3 | Consumer Staples | 7.41% |
| 4 | Communication Services | 4.28% |
| 5 | Industrials | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Stryker
SYK
$129B
| – | – |
-1,601
|
|
||
177
Unilever
UL
$140B
| – | – |
-8,644
|
|
||
178
Innovator US Equity Ultra Buffer ETF May
UMAY
$57.8M
| – | – |
-7,333
|
|
||
|
179
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| – | – |
-101,917
|
|
||
180
Exxon Mobil
XOM
$650B
| – | – |
-7,015
|
|