RGF
Retirement Guys Formula Portfolio holdings
AUM
$263M
This Quarter Return
+6.22%
1 Year Return
+16.71%
3 Year Return
+55.18%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 4.61% |
| 2 | Technology | 4.19% |
| 3 | Healthcare | 2.3% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Industrials | 1.64% |
