RGF
Retirement Guys Formula Portfolio holdings
AUM
$217M
1-Year Est. Return
20.25%
This Fund
S&P 500
1 Year Est. Return
+20.25%
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
Crane NXT
CXT
$2.55B
| – | – |
-3,467
|
|
||
177
Chevron
CVX
$368B
| – | – |
-5,154
|
|
||
178
Corcept Therapeutics
CORT
$4.96B
| – | – |
-2,946
|
|
||
179
Chewy
CHWY
$10.5B
| – | – |
-4,973
|
|
||
180
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.94B
| – | – |
-10,801
|
|