RL

Retireful LLC Portfolio holdings

AUM $79.7M
1-Year Est. Return 44.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.23M
3
+$2.99M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.95M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M

Top Sells

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Sector Composition

1 Technology 16.47%
2 Industrials 6.68%
3 Consumer Discretionary 4.41%
4 Communication Services 3.84%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.28%
+1,134
102
$398K 0.27%
2,145
+270
103
$398K 0.27%
510
+62
104
$370K 0.26%
1,243
-162
105
$347K 0.24%
+13,716
106
$344K 0.24%
+176
107
$332K 0.23%
+422
108
$324K 0.22%
+856
109
$323K 0.22%
1,115
-163
110
$322K 0.22%
+1,422
111
$317K 0.22%
+4,337
112
$317K 0.22%
+1,936
113
$316K 0.22%
+557
114
$313K 0.22%
1,312
-171
115
$311K 0.21%
+4,235
116
$302K 0.21%
+690
117
$292K 0.2%
+975
118
$292K 0.2%
+2,351
119
$291K 0.2%
+3,192
120
$288K 0.2%
+537
121
$287K 0.2%
+3,800
122
$278K 0.19%
+4,011
123
$273K 0.19%
+1,336
124
$268K 0.18%
+1,307
125
$267K 0.18%
+2,602
3 4
5
6 7