RL

Retireful LLC Portfolio holdings

AUM $71M
1-Year Est. Return 74.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.16M
3
+$2.16M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.12M

Top Sells

1
+$3.23M
2
+$2.99M
3
+$2.95M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$2.64M

Sector Composition

1 Technology 15.74%
2 Industrials 8.5%
3 Consumer Discretionary 6.54%
4 Communication Services 5.03%
5 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.27%
13,620
+1,941
27
$1.27M 1.23%
12,644
-1,904
28
$1.26M 1.22%
13,250
-949
29
$1.25M 1.2%
6,165
+1,046
30
$1.24M 1.2%
+15,878
31
$1.23M 1.19%
+18,277
32
$1.23M 1.18%
18,303
+6,171
33
$1.22M 1.18%
5,690
+933
34
$1.13M 1.09%
10,005
-2,271
35
$1.1M 1.06%
+13,388
36
$1.09M 1.06%
+22,419
37
$1.04M 1%
+21,151
38
$1.03M 1%
+8,577
39
$1.03M 0.99%
+13,024
40
$991K 0.96%
5,314
-257
41
$989K 0.96%
+7,482
42
$901K 0.87%
1,227
-646
43
$878K 0.85%
4,493
-439
44
$861K 0.83%
2,664
-259
45
$828K 0.8%
+5,993
46
$794K 0.77%
+1,303
47
$793K 0.77%
961
-399
48
$785K 0.76%
+7,733
49
$769K 0.74%
+15,675
50
$743K 0.72%
1,369
-134
1
2
3 4 5