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
$230M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$6.3M
3
+$6.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.77M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.39M

Top Sells

1
+$20.2M
2
+$6.7M
3
+$6.31M
4
VHT icon
Vanguard Health Care ETF
VHT
+$5M
5
GAL icon
State Street Global Allocation ETF
GAL
+$4.81M

Sector Composition

1 Technology 16.58%
2 Financials 7.85%
3 Healthcare 5.65%
4 Industrials 4.53%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,414
127
– –
-38,525
128
– –
-9,954
129
– –
-8,574
2 3 4 5
6