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
$178M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$3.36M
3 +$3.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.92M

Top Sells

1 +$7.46M
2 +$6.45M
3 +$6.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.58M

Sector Composition

1 Technology 13.84%
2 Industrials 6.19%
3 Consumer Discretionary 6.16%
4 Financials 4.32%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.11M 1.19%
+24,849
27
$2.04M 1.15%
+75,473
28
$1.87M 1.05%
23,332
-1,133
29
$1.87M 1.05%
+36,274
30
$1.79M 1.01%
84,048
-974
31
$1.79M 1.01%
+82,411
32
$1.73M 0.98%
+14,268
33
$1.73M 0.97%
+78,200
34
$1.71M 0.96%
+18,037
35
$1.71M 0.96%
+15,484
36
$1.7M 0.96%
+15,153
37
$1.64M 0.92%
+22,518
38
$1.61M 0.91%
9,621
+5,275
39
$1.59M 0.9%
17,963
-15,283
40
$1.59M 0.89%
+8,495
41
$1.58M 0.89%
+6,294
42
$1.56M 0.88%
+8,447
43
$1.55M 0.87%
+13,678
44
$1.53M 0.86%
48,971
-567
45
$1.48M 0.83%
+36,381
46
$1.48M 0.83%
+13,649
47
$1.47M 0.83%
+15,153
48
$1.47M 0.83%
+2,110
49
$1.46M 0.82%
+23,839
50
$1.46M 0.82%
+13,243