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
76
$729K 0.5%
+1,360
77
$708K 0.49%
3,226
+1,926
78
$707K 0.49%
+22,625
79
$698K 0.48%
3,804
+805
80
$676K 0.47%
+4,212
81
$665K 0.46%
2,799
-1,189
82
$658K 0.45%
+12,988
83
$574K 0.4%
+1,153
84
$554K 0.38%
10,936
-1,425
85
$506K 0.35%
+6,753
86
$505K 0.35%
2,014
+415
87
$500K 0.34%
+17,316
88
$496K 0.34%
+12,478
89
$472K 0.33%
+4,200
90
$468K 0.32%
+4,910
91
$467K 0.32%
+15,982
92
$465K 0.32%
+7,228
93
$463K 0.32%
+745
94
$462K 0.32%
4,926
-9,841
95
$457K 0.32%
+4,190
96
$456K 0.31%
+8,196
97
$451K 0.31%
+3,514
98
$425K 0.29%
1,296
-168
99
$421K 0.29%
8,079
-1,441
100
$413K 0.28%
972
-126
2 3
4
5 6