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
$135M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$5.68M
2 +$5.31M
3 +$4.36M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.17M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Sector Composition

1 Technology 4.34%
2 Healthcare 3.55%
3 Financials 2.9%
4 Industrials 2.48%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$697K 0.52%
+861
52
$644K 0.48%
+7,980
53
$640K 0.47%
+903
54
$620K 0.46%
+4,346
55
$620K 0.46%
+7,991
56
$610K 0.45%
+5,956
57
$553K 0.41%
+1,068
58
$530K 0.39%
+2,667
59
$482K 0.36%
2,136
-18,487
60
$477K 0.35%
2,169
+63
61
$471K 0.35%
+8,148
62
$468K 0.35%
+8,211
63
$464K 0.34%
+4,735
64
$461K 0.34%
+9,905
65
$450K 0.33%
+7,620
66
$449K 0.33%
5,711
-22,717
67
-5,719
68
-5,095
69
-6,661
70
-13,025
71
-3,990
72
-18,663
73
-28,594
74
-15,190
75
-45,071