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
$135M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$5.68M
2 +$5.31M
3 +$4.36M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.17M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Sector Composition

1 Technology 4.34%
2 Healthcare 3.55%
3 Financials 2.9%
4 Industrials 2.48%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.87%
23,231
-8,190
27
$905K 0.67%
+4,312
28
$860K 0.64%
1,750
-612
29
$856K 0.63%
957
-315
30
$851K 0.63%
1,892
-666
31
$844K 0.62%
+1,474
32
$841K 0.62%
+3,073
33
$834K 0.62%
12,395
-4,371
34
$817K 0.6%
+1,581
35
$814K 0.6%
7,856
-2,764
36
$802K 0.59%
+4,136
37
$801K 0.59%
+435
38
$778K 0.58%
+20,492
39
$773K 0.57%
2,059
-720
40
$769K 0.57%
867
-3,891
41
$760K 0.56%
+6,875
42
$759K 0.56%
+2,195
43
$751K 0.56%
+714
44
$742K 0.55%
+3,041
45
$740K 0.55%
+1,192
46
$724K 0.54%
+10,078
47
$708K 0.52%
1,645
-576
48
$708K 0.52%
2,641
-918
49
$702K 0.52%
+2,243
50
$700K 0.52%
+5,891