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
$213M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$5.86M
3 +$5.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.31M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Sector Composition

1 Technology 16.93%
2 Industrials 10.27%
3 Healthcare 4.74%
4 Financials 3.77%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.93M 0.91%
+24,912
52
$1.85M 0.87%
+3,990
53
$1.83M 0.86%
+84,465
54
$1.82M 0.86%
13,025
+3,737
55
$1.77M 0.83%
+38,157
56
$1.77M 0.83%
+8,869
57
$1.74M 0.82%
30,905
-19,588
58
$1.71M 0.8%
+12,984
59
$1.65M 0.78%
+6,661
60
$1.61M 0.76%
+86,952
61
$1.59M 0.75%
+31,421
62
$1.37M 0.65%
20,368
-2,354
63
$1.13M 0.53%
19,651
-2,272
64
$1.09M 0.51%
12,476
-24,820
65
$1.08M 0.51%
+3,452
66
$1.07M 0.5%
7,718
-888
67
$1.07M 0.5%
+16,766
68
$1.05M 0.49%
+2,362
69
$1.05M 0.49%
+1,157
70
$1.02M 0.48%
9,590
-28,740
71
$1.01M 0.48%
+2,779
72
$1.01M 0.47%
+16,100
73
$1M 0.47%
1,272
-719
74
$995K 0.47%
+3,915
75
$993K 0.47%
+2,221