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
76
$765K 0.43%
11,407
-988
77
$761K 0.43%
1,895
-164
78
$748K 0.42%
6,327
-548
79
$729K 0.41%
+2,425
80
$727K 0.41%
+13,439
81
$716K 0.4%
+6,879
82
$712K 0.4%
+3,467
83
$710K 0.4%
670
-287
84
$708K 0.4%
+11,575
85
$680K 0.38%
+5,862
86
$669K 0.38%
+1,052
87
$644K 0.36%
+2,686
88
$641K 0.36%
+1,823
89
$641K 0.36%
2,801
-240
90
$631K 0.36%
+4,087
91
$629K 0.35%
+2,861
92
$607K 0.34%
+3,324
93
$570K 0.32%
5,423
-468
94
$559K 0.31%
+1,635
95
$546K 0.31%
+3,891
96
$510K 0.29%
2,169
97
$497K 0.28%
2,136
98
$493K 0.28%
8,211
99
$486K 0.27%
+2,747
100
$464K 0.26%
4,735