RL

Retireful LLC Portfolio holdings

AUM $79.7M
1-Year Est. Return 44.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.23M
3
+$2.99M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.95M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M

Top Sells

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Sector Composition

1 Technology 16.47%
2 Industrials 6.68%
3 Consumer Discretionary 4.41%
4 Communication Services 3.84%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.7%
23,011
-9,938
52
$1.01M 0.69%
23,619
-10,015
53
$1M 0.69%
17,379
-2,290
54
$992K 0.68%
7,976
-3,273
55
$962K 0.66%
4,412
-2,583
56
$931K 0.64%
5,119
-140
57
$930K 0.64%
11,679
-1,042
58
$927K 0.64%
5,489
-1,872
59
$880K 0.61%
5,571
+3,423
60
$875K 0.6%
2,334
-1,346
61
$865K 0.6%
12,132
+5,526
62
$860K 0.59%
2,923
-412
63
$856K 0.59%
+6,947
64
$846K 0.58%
+25,970
65
$840K 0.58%
10,854
-75
66
$806K 0.56%
4,932
-2,045
67
$802K 0.55%
4,757
-2,078
68
$783K 0.54%
4,349
-1,923
69
$774K 0.53%
+1,887
70
$761K 0.52%
42,002
-21,862
71
$759K 0.52%
1,364
-400
72
$750K 0.52%
3,693
-1,203
73
$750K 0.52%
9,624
-3,886
74
$734K 0.51%
+1,503
75
$733K 0.5%
+885
1 2
3
4 5