RL

Retireful LLC Portfolio holdings

AUM $71M
1-Year Est. Return 74.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.56%
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
+$16.5M
2
+$6.94M
3
+$6.54M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.4M
5
GAL icon
State Street Global Allocation ETF
GAL
+$5.02M

Top Sells

1
+$35.5M
2
+$29.4M
3
+$22.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.99M
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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127
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-71,552
128
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-12,679
129
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-48,944
130
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-31,968
131
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-8,666
132
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-32,940
133
– –
-22,090
134
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-34,012
135
– –
-17,387
136
– –
-27,352
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6