RL

Retireful LLC Portfolio holdings

AUM $103M
1-Year Est. Return 42.87%
This Quarter Est. Return
1 Year Est. Return
+42.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$6.7M
3 +$6.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.23M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.89M

Sector Composition

1 Technology 11.81%
2 Financials 10.11%
3 Energy 6.26%
4 Industrials 6.04%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.26M 1.08%
+5,186
27
$2.25M 1.07%
+38,525
28
$2.24M 1.07%
+14,624
29
$2.19M 1.04%
+3,869
30
$2.13M 1.02%
+17,378
31
$2.13M 1.02%
+33,583
32
$2.12M 1.01%
+31,260
33
$2.09M 1%
+25,160
34
$2.09M 1%
+16,412
35
$2.08M 0.99%
+9,989
36
$2.07M 0.99%
+46,283
37
$1.98M 0.94%
+40,752
38
$1.87M 0.89%
+27,176
39
$1.84M 0.88%
+16,486
40
$1.81M 0.86%
+5,583
41
$1.8M 0.86%
+28,413
42
$1.74M 0.83%
+10,398
43
$1.72M 0.82%
+14,297
44
$1.68M 0.8%
+3,850
45
$1.67M 0.8%
+36,304
46
$1.64M 0.78%
+5,746
47
$1.62M 0.77%
32,161
-582,663
48
$1.6M 0.76%
+13,328
49
$1.6M 0.76%
+28,902
50
$1.59M 0.76%
+7,956