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
$178M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$3.36M
3 +$3.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.92M

Top Sells

1 +$7.46M
2 +$6.45M
3 +$6.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.58M

Sector Composition

1 Technology 13.84%
2 Industrials 6.19%
3 Consumer Discretionary 6.16%
4 Financials 4.32%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$460K 0.26%
8,148
102
$454K 0.26%
9,905
103
$443K 0.25%
7,620
104
$442K 0.25%
+89
105
$441K 0.25%
5,711
106
$329K 0.19%
+1,373
107
$326K 0.18%
+4,546
108
$319K 0.18%
+3,638
109
$301K 0.17%
+907
110
$293K 0.16%
+1,408
111
$289K 0.16%
+2,428
112
$278K 0.16%
+7,309
113
$261K 0.15%
+38,486
114
$260K 0.15%
+2,278
115
$241K 0.14%
+5,766
116
$239K 0.13%
+1,405
117
$229K 0.13%
+387
118
$222K 0.13%
+7,553
119
$222K 0.13%
+2,492
120
$214K 0.12%
+2,522
121
$205K 0.12%
+2,436
122
$203K 0.11%
+505
123
$187K 0.11%
+12,529
124
$173K 0.1%
+10,124
125
$167K 0.09%
+12,966