RL

Retireful LLC Portfolio holdings

AUM $71M
1-Year Est. Return 74.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.16M
3
+$2.16M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.14M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.12M

Top Sells

1
+$3.23M
2
+$2.99M
3
+$2.95M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M
5
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$2.64M

Sector Composition

1 Technology 15.74%
2 Industrials 8.5%
3 Consumer Discretionary 6.54%
4 Communication Services 5.03%
5 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.71%
+11,703
52
$714K 0.69%
+6,957
53
$711K 0.69%
+4,159
54
$704K 0.68%
2,502
+1,431
55
$692K 0.67%
+5,224
56
$680K 0.66%
+712
57
$666K 0.64%
+9,673
58
$657K 0.63%
+9,089
59
$657K 0.63%
38,263
-3,739
60
$655K 0.63%
+11,298
61
$649K 0.63%
+4,010
62
$618K 0.6%
+10,890
63
$583K 0.56%
+30,206
64
$581K 0.56%
+4,318
65
$558K 0.54%
+19,288
66
$501K 0.48%
2,994
-3,953
67
$416K 0.4%
888
-84
68
$401K 0.39%
3,055
-459
69
$393K 0.38%
3,433
-757
70
$384K 0.37%
573
-172
71
$382K 0.37%
+787
72
$375K 0.36%
3,590
-1,320
73
$374K 0.36%
11,735
-4,247
74
$374K 0.36%
3,090
-1,110
75
$355K 0.34%
+1,442
1 2
3
4 5