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
$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

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
-23,660
127
-7,091
128
-3,824
129
-34,489
130
-5,756
131
-47,222
132
-128,040
133
-21,322
134
-25,368
135
-19,618
136
-3,165