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
$230M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$6.3M
3
+$6.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.77M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.39M

Top Sells

1
+$20.2M
2
+$6.7M
3
+$6.31M
4
VHT icon
Vanguard Health Care ETF
VHT
+$5M
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$4.81M

Sector Composition

1 Technology 16.58%
2 Financials 7.85%
3 Healthcare 5.65%
4 Industrials 4.53%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.66%
+12,179
52
$1.49M 0.65%
+9,380
53
$1.49M 0.65%
+20,075
54
$1.48M 0.64%
+2,539
55
$1.47M 0.64%
11,234
-26,932
56
$1.47M 0.64%
+6,026
57
$1.47M 0.64%
+9,954
58
$1.45M 0.63%
+27,946
59
$1.44M 0.63%
2,041
-1,995
60
$1.43M 0.62%
+7,607
61
$1.41M 0.61%
+3,971
62
$1.39M 0.61%
6,126
-12,698
63
$1.39M 0.6%
28,340
-7,876
64
$1.36M 0.59%
+2,335
65
$1.35M 0.59%
+4,940
66
$1.28M 0.56%
+11,754
67
$1.27M 0.55%
8,557
-7,932
68
$1.26M 0.55%
+5,560
69
$1.23M 0.53%
+2,057
70
$1.21M 0.53%
+2,292
71
$1.17M 0.51%
17,075
-10,315
72
$1.16M 0.51%
+69,296
73
$1.01M 0.44%
+3,895
74
$955K 0.42%
5,794
-1,606
75
$895K 0.39%
+17,221
1 2
3
4 5