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
$106M
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.21M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.1M

Top Sells

1
+$20M
2
+$9.34M
3
+$4.38M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.3M

Sector Composition

1 Technology 15%
2 Consumer Discretionary 7.68%
3 Industrials 4.21%
4 Communication Services 4.07%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.78%
10,642
-4,842
52
$787K 0.74%
+5,259
53
$678K 0.64%
10,929
-2,314
54
$626K 0.59%
12,361
-9,014
55
$555K 0.52%
+28,957
56
$524K 0.5%
+2,999
57
$477K 0.45%
+1,998
58
$454K 0.43%
+1,405
59
$451K 0.43%
+56
60
$447K 0.42%
6,698
-4,877
61
$444K 0.42%
+37
62
$442K 0.42%
+38
63
$442K 0.42%
+52
64
$437K 0.41%
+157
65
$436K 0.41%
9,520
-6,749
66
$434K 0.41%
6,606
-4,801
67
$428K 0.4%
99
-4,636
68
$396K 0.37%
+2,699
69
$396K 0.37%
1,098
-797
70
$393K 0.37%
+1,483
71
$390K 0.37%
+1,464
72
$387K 0.37%
+5,459
73
$385K 0.36%
+1,875
74
$383K 0.36%
+2,498
75
$382K 0.36%
+5,739
1 2
3
4 5