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
$210M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.7M
3
+$6.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.23M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.89M

Top Sells

1
+$35.6M
2
+$29.3M
3
+$22.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.01M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.17M

Sector Composition

1 Technology 11.81%
2 Financials 10.11%
3 Energy 6.26%
4 Industrials 6.04%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-111,441
127
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-88,255
128
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-5,672
129
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-2,414
130
– –
-12,548
131
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-3,714
132
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-17,387
133
– –
-27,352
134
– –
-7,756
135
– –
-18,910
136
– –
-239,963
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6