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
TFLO icon
126
iShares Treasury Floating Rate Bond ETF
TFLO
$6.53B
$6.48K ﹤0.01%
+128
ICLN icon
127
iShares Global Clean Energy ETF
ICLN
$2.97B
$6.05K ﹤0.01%
+331
USMV icon
128
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$5.75K ﹤0.01%
+62
MRSH
129
Marsh
MRSH
$79.3B
$5.55K ﹤0.01%
+32
VOT icon
130
Vanguard Mid-Cap Growth ETF
VOT
$18.6B
$5.4K ﹤0.01%
+21
MOAT icon
131
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$5.32K ﹤0.01%
+55
BND icon
132
Vanguard Total Bond Market
BND
$152B
$5.01K ﹤0.01%
+68
PBW icon
133
Invesco WilderHill Clean Energy ETF
PBW
$543M
$4.83K ﹤0.01%
+153
ANET icon
134
Arista Networks
ANET
$185B
$4.42K ﹤0.01%
+36
TGT icon
135
Target
TGT
$56.8B
$4.36K ﹤0.01%
+36
IJH icon
136
iShares Core S&P Mid-Cap ETF
IJH
$116B
$4.32K ﹤0.01%
+64
BBEU icon
137
JPMorgan BetaBuilders Europe ETF
BBEU
$9.11B
$3.84K ﹤0.01%
+53
VBK icon
138
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$3.33K ﹤0.01%
+11
WM icon
139
Waste Management
WM
$87.5B
$3.22K ﹤0.01%
+14
BAC icon
140
Bank of America
BAC
$364B
$3.02K ﹤0.01%
+62
MA icon
141
Mastercard
MA
$441B
$3K ﹤0.01%
+6
BKR icon
142
Baker Hughes
BKR
$65.7B
$2.5K ﹤0.01%
+41
VDE icon
143
Vanguard Energy ETF
VDE
$10.3B
$2.42K ﹤0.01%
+14
BBJP icon
144
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
$2.27K ﹤0.01%
+33
PANW icon
145
Palo Alto Networks
PANW
$204B
$1.92K ﹤0.01%
+12
BIL icon
146
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.7B
$1.47K ﹤0.01%
+16
SDY icon
147
State Street SPDR S&P Dividend ETF
SDY
$21B
$1.46K ﹤0.01%
+10
ICSH icon
148
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.47B
$1.4K ﹤0.01%
+28
XOM icon
149
Exxon Mobil
XOM
$643B
$1.36K ﹤0.01%
+8
SNPS icon
150
Synopsys
SNPS
$96.2B
$1.19K ﹤0.01%
+3