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RF
RetireMitten Financial Portfolio holdings
AUM
$237M
This Fund
S&P 500
This Quarter
Est. Return
-1.57%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$207M
AUM Growth
–
Cap. Flow
+$213M
Cap. Flow
% of AUM
102.89%
Top 10 Holdings %
Top 10 Hldgs %
90.09%
Holding
183
New
176
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$44.4M |
| 2 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$29.5M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$29.1M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$28.7M |
| 5 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$13.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 0.44% |
| 2 | Technology | 0.38% |
| 3 | Financials | 0.3% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Utilities | 0.14% |
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RetireMitten Financial's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for RetireMitten Financial, which disclosed 183 positions worth $207M. Its ten largest holdings account for 90% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 ETF: 554,541 shares worth $42.4M.
By sector, the portfolio is most concentrated in Industrials at 0.44% of assets, followed by Technology and Financials.
- RetireMitten Financial's largest Q1 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 554,541 shares worth $42.4M.
- RetireMitten Financial's ten largest holdings make up 90% of its $207M portfolio in Q1 2026.
- RetireMitten Financial disclosed 183 positions in Q1 2026, its first 13F filing on record.
Based on RetireMitten Financial's 13F filing for Q1 2026, filed 14 May 2026.