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
$178M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$3.36M
3 +$3.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.92M

Top Sells

1 +$7.46M
2 +$6.45M
3 +$6.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.58M

Sector Composition

1 Technology 13.84%
2 Industrials 6.19%
3 Consumer Discretionary 6.16%
4 Financials 4.32%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.46M 0.82%
+3,821
52
$1.46M 0.82%
1,638
+735
53
$1.46M 0.82%
+16,224
54
$1.46M 0.82%
+7,182
55
$1.46M 0.82%
+22,305
56
$1.46M 0.82%
+4,460
57
$1.46M 0.82%
+5,643
58
$1.45M 0.82%
+6,267
59
$1.45M 0.82%
+26,161
60
$1.34M 0.76%
+30,392
61
$1.29M 0.73%
+18,376
62
$1.27M 0.72%
+3,706
63
$1.18M 0.66%
+6,209
64
$1.15M 0.65%
+5,248
65
$1.08M 0.61%
21,375
-1,856
66
$959K 0.54%
+8,734
67
$946K 0.53%
2,829
-244
68
$864K 0.49%
+5,232
69
$813K 0.46%
16,269
-33,125
70
$811K 0.46%
+24,607
71
$811K 0.46%
+17,043
72
$802K 0.45%
+851
73
$802K 0.45%
+33,549
74
$778K 0.44%
+42,125
75
$774K 0.44%
+33,787