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
$210M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.7M
3
+$6.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.23M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.89M

Top Sells

1
+$35.6M
2
+$29.3M
3
+$22.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.01M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.17M

Sector Composition

1 Technology 11.81%
2 Financials 10.11%
3 Energy 6.26%
4 Industrials 6.04%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.76%
+16,484
52
$1.59M 0.76%
+7,770
53
$1.56M 0.74%
+36,216
54
$1.55M 0.74%
+2,881
55
$1.54M 0.73%
+11,122
56
$1.54M 0.73%
+6,989
57
$1.53M 0.73%
+4,414
58
$1.52M 0.73%
+7,150
59
$1.5M 0.72%
+27,390
60
$1.49M 0.71%
+8,574
61
$1.48M 0.71%
+9,457
62
$1.48M 0.71%
+6,144
63
$1.09M 0.52%
+7,400
64
$853K 0.41%
19,620
-22,000
65
$761K 0.36%
+10,429
66
$718K 0.34%
2,630
+140
67
$583K 0.28%
+6,634
68
$477K 0.23%
6,272
-24,229
69
$447K 0.21%
+6,019
70
$438K 0.21%
+6,453
71
$437K 0.21%
12,878
-51,902
72
$380K 0.18%
+5,565
73
– –
-18,910
74
– –
-7,756
75
– –
-27,352
1 2
3
4 5