RL

Retireful LLC Portfolio holdings

AUM $79.7M
1-Year Est. Return 44.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.23M
3
+$2.99M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.95M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M

Top Sells

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Sector Composition

1 Technology 16.47%
2 Industrials 6.68%
3 Consumer Discretionary 4.41%
4 Communication Services 3.84%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.97%
+64,780
27
$1.39M 0.96%
10,350
-3,720
28
$1.38M 0.95%
1,873
+433
29
$1.38M 0.95%
7,119
-2,809
30
$1.35M 0.93%
6,886
-4,043
31
$1.35M 0.93%
+38,217
32
$1.34M 0.92%
+7,315
33
$1.33M 0.92%
14,199
+3,269
34
$1.32M 0.91%
+4,211
35
$1.28M 0.88%
+16,796
36
$1.27M 0.87%
7,201
+824
37
$1.26M 0.87%
5,759
-2,567
38
$1.22M 0.84%
6,569
+4,107
39
$1.17M 0.81%
+3,103
40
$1.16M 0.8%
35,786
-2,150
41
$1.15M 0.8%
+20,566
42
$1.12M 0.77%
+40,093
43
$1.11M 0.76%
+3,434
44
$1.1M 0.76%
+13,858
45
$1.09M 0.75%
+3,574
46
$1.08M 0.74%
12,276
-6,125
47
$1.07M 0.74%
+22,899
48
$1.05M 0.73%
+30,510
49
$1.03M 0.71%
10,102
-540
50
$1.03M 0.71%
2,495
-1,099
1
2
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