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
$106M
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.21M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.1M

Top Sells

1
+$20M
2
+$9.34M
3
+$4.38M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.3M

Sector Composition

1 Technology 15%
2 Consumer Discretionary 7.68%
3 Industrials 4.21%
4 Communication Services 4.07%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.14%
37,936
-11,035
27
$1.19M 1.13%
+63,864
28
$1.18M 1.12%
9,928
-6,115
29
$1.17M 1.1%
3,988
+167
30
$1.15M 1.09%
+6,835
31
$1.13M 1.07%
+8,326
32
$1.12M 1.06%
13,510
-2,714
33
$1.12M 1.06%
+6,272
34
$1.12M 1.05%
+3,594
35
$1.11M 1.05%
11,249
-2,400
36
$1.11M 1.05%
6,977
-1,470
37
$1.11M 1.05%
+32,949
38
$1.09M 1.03%
24,349
-6,043
39
$1.08M 1.02%
+33,634
40
$1.07M 1.01%
+4,896
41
$1.06M 1%
+7,361
42
$1.05M 0.99%
+3,455
43
$1.03M 0.97%
1,764
-346
44
$1.01M 0.96%
10,930
-7,033
45
$984K 0.93%
6,377
+168
46
$905K 0.86%
19,669
-4,170
47
$896K 0.85%
5,298
-969
48
$893K 0.84%
12,721
-2,432
49
$880K 0.83%
3,335
-2,959
50
$831K 0.79%
+1,440
1
2
3 4 5