We are live on ! Find out more
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
$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
101
– –
-1,421
102
– –
-1,521
103
– –
-6,290
104
– –
-5,324
105
– –
-4,478
106
– –
-4,067
107
– –
-8,632
108
– –
-17,737
109
– –
-2,029
110
– –
-13,578
111
– –
-15,262
112
– –
-1,965
113
– –
-16,961
114
– –
-2,857
115
– –
-58,250
116
– –
-8,086
117
– –
-22,801
118
– –
-1,064
119
– –
-2,958
120
– –
-3,690
121
– –
-28,118
122
– –
-25,514
123
– –
-13,300
124
– –
-890
125
– –
-10,352
2 3 4
5
6