RF

RetireMitten Financial Portfolio holdings

AUM $207M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.44%
2 Technology 0.38%
3 Financials 0.3%
4 Consumer Discretionary 0.14%
5 Utilities 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$166B
$40.3K 0.02%
+407
TSLA icon
77
Tesla
TSLA
$1.58T
$39K 0.02%
+105
VTC icon
78
Vanguard Total Corporate Bond ETF
VTC
$1.66B
$38.4K 0.02%
+500
IBIT icon
79
iShares Bitcoin Trust
IBIT
$63.6B
$36.3K 0.02%
+944
VIG icon
80
Vanguard Dividend Appreciation ETF
VIG
$107B
$35.9K 0.02%
+167
FNDX icon
81
Schwab Fundamental US Large Company Index ETF
FNDX
$25B
$35.6K 0.02%
+1,278
IVE icon
82
iShares S&P 500 Value ETF
IVE
$50B
$34K 0.02%
+161
XLF icon
83
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
$34K 0.02%
+688
SHOP icon
84
Shopify
SHOP
$137B
$29.7K 0.01%
+250
GS icon
85
Goldman Sachs
GS
$292B
$29.6K 0.01%
+35
BLV icon
86
Vanguard Long-Term Bond ETF
BLV
$5.74B
$28.4K 0.01%
+413
ASML icon
87
ASML
ASML
$613B
$27.7K 0.01%
+21
FNDE icon
88
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.45B
$26.2K 0.01%
+686
BSCR icon
89
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$24.8K 0.01%
+1,263
SCHZ icon
90
Schwab US Aggregate Bond ETF
SCHZ
$10.2B
$24.1K 0.01%
+1,040
VCSH icon
91
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$23.9K 0.01%
+301
T icon
92
AT&T
T
$176B
$23.2K 0.01%
+800
PRFZ icon
93
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$21.1K 0.01%
+460
XLI icon
94
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
$20.4K 0.01%
+126
PG icon
95
Procter & Gamble
PG
$334B
$19.4K 0.01%
+134
PXF icon
96
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.9B
$18.8K 0.01%
+269
VWO icon
97
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$18.3K 0.01%
+339
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$4.73T
$16.7K 0.01%
+58
FNDA icon
99
Schwab Fundamental US Small Company Index ETF
FNDA
$8.81B
$16K 0.01%
+494
CELH icon
100
Celsius Holdings
CELH
$7.52B
$16K 0.01%
+450