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
$264M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.3M
3
+$3.72M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.44M
5
DE icon
Deere & Co
DE
+$2.71M

Top Sells

1
+$100M
2
+$24.4M
3
+$22.7M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.68M

Sector Composition

1 Technology 6.13%
2 Industrials 3.64%
3 Financials 3.54%
4 Consumer Discretionary 2.82%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.17%
+31,695
77
$413K 0.16%
+6,192
78
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-6,032
79
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-6,855
80
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-18,286
81
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-2,145
82
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-3,656
83
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-6,917
84
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-42,832
85
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-69,278
86
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-8,810
87
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-2,488
88
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-5,950
89
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-3,322
90
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-20,942
91
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-15,151
92
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-69,883
93
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-8,347
94
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-2,817
95
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-3,596
96
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-8,184
97
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-1,421
98
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-1,521
99
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-5,685
100
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-4,352
2 3
4
5 6