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
$213M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$5.86M
3 +$5.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.31M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Sector Composition

1 Technology 16.93%
2 Industrials 10.27%
3 Healthcare 4.74%
4 Financials 3.77%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.26M 1.06%
+45,071
27
$2.19M 1.03%
+131,944
28
$2.18M 1.03%
+28,428
29
$2.17M 1.02%
+201,253
30
$2.14M 1.01%
+22,034
31
$2.14M 1.01%
9,229
+1,814
32
$2.13M 1%
27,132
-11,746
33
$2.13M 1%
+19,956
34
$2.12M 1%
8,995
-2,362
35
$2.09M 0.98%
+13,602
36
$2.09M 0.98%
+19,008
37
$2.09M 0.98%
15,156
-1,837
38
$2.08M 0.98%
+27,814
39
$2.07M 0.97%
4,758
+1,498
40
$2.06M 0.97%
+12,625
41
$2.05M 0.97%
+14,379
42
$2.05M 0.96%
+17,703
43
$2.04M 0.96%
+19,778
44
$2.04M 0.96%
5,988
-362
45
$2.03M 0.96%
+2,466
46
$2.03M 0.95%
+10,429
47
$2.02M 0.95%
+25,893
48
$2.01M 0.95%
+4,967
49
$1.95M 0.92%
+30,351
50
$1.94M 0.91%
+15,031