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
$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
126
– –
-890
127
– –
-10,352
128
– –
-1,669
129
– –
-3,841
130
– –
-112,480
2 3 4 5
6