RL

Retireful LLC Portfolio holdings

AUM $79.7M
1-Year Est. Return 44.55%
This Quarter Est. Return
1 Year Est. Return
+44.55%
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
+$2.24M
3
+$2.24M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.2M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.17M

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
HUBB icon
76
Hubbell
HUBB
$26B
$347K 0.34%
+806
DASH icon
77
DoorDash
DASH
$88.5B
$344K 0.33%
+1,264
PH icon
78
Parker-Hannifin
PH
$119B
$331K 0.32%
+437
NEM icon
79
Newmont
NEM
$125B
$326K 0.31%
+3,862
ONC
80
BeOne Medicines Ltd
ONC
$37.4B
$321K 0.31%
+941
IQV icon
81
IQVIA
IQV
$40.5B
$316K 0.31%
+1,662
IDXX icon
82
Idexx Laboratories
IDXX
$57.1B
$314K 0.3%
491
-46
CMI icon
83
Cummins
CMI
$79.9B
$312K 0.3%
+739
DHI icon
84
D.R. Horton
DHI
$45.4B
$303K 0.29%
+1,789
ALNY icon
85
Alnylam Pharmaceuticals
ALNY
$47.5B
$302K 0.29%
+662
FITB icon
86
Fifth Third Bancorp
FITB
$32.5B
$298K 0.29%
+6,698
ZM icon
87
Zoom
ZM
$24B
$296K 0.29%
+3,588
HD icon
88
Home Depot
HD
$378B
$293K 0.28%
+722
MSI icon
89
Motorola Solutions
MSI
$66.7B
$292K 0.28%
+638
GWRE icon
90
Guidewire Software
GWRE
$13.5B
$289K 0.28%
+1,259
JMOM icon
91
JPMorgan US Momentum Factor ETF
JMOM
$1.83B
$289K 0.28%
4,261
-2,967
RDDT icon
92
Reddit
RDDT
$43.8B
$265K 0.26%
+1,153
AMZN icon
93
Amazon
AMZN
$2.56T
$231K 0.22%
1,050
-2,176
AAPL icon
94
Apple
AAPL
$3.76T
– –
-1,307
ABBV icon
95
AbbVie
ABBV
$379B
– –
-2,145
ACGL icon
96
Arch Capital
ACGL
$32.9B
– –
-3,192
AMAT icon
97
Applied Materials
AMAT
$259B
– –
-1,256
AOR icon
98
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.19B
– –
-25,402
APH icon
99
Amphenol
APH
$189B
– –
-14,709
ASML icon
100
ASML
ASML
$527B
– –
-261
2 3
4
5 6