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
$213M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$5.86M
3
+$5.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.31M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Top Sells

1
+$15.5M
2
+$10.3M
3
+$7.03M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$5.56M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.56M

Sector Composition

1 Technology 16.93%
2 Industrials 10.27%
3 Healthcare 4.74%
4 Financials 3.77%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
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