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
76
$347K 0.34%
+806
77
$344K 0.33%
+1,264
78
$331K 0.32%
+437
79
$326K 0.31%
+3,862
80
$321K 0.31%
+941
81
$316K 0.31%
+1,662
82
$314K 0.3%
491
-46
83
$312K 0.3%
+739
84
$303K 0.29%
+1,789
85
$302K 0.29%
+662
86
$298K 0.29%
+6,698
87
$296K 0.29%
+3,588
88
$293K 0.28%
+722
89
$292K 0.28%
+638
90
$289K 0.28%
+1,259
91
$289K 0.28%
4,261
-2,967
92
$265K 0.26%
+1,153
93
$231K 0.22%
1,050
-2,176
94
– –
-1,075
95
– –
-975
96
– –
-4,011
97
– –
-2,134
98
– –
-2,351
99
– –
-9,624
100
– –
-4,412
2 3
4
5 6