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
$178M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.36M
3
+$3.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.92M

Top Sells

1
+$7.46M
2
+$6.45M
3
+$6.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.58M

Sector Composition

1 Technology 13.84%
2 Industrials 6.19%
3 Consumer Discretionary 6.16%
4 Financials 4.32%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$161K 0.09%
+22,821
127
– –
-2,243
128
– –
-135,377
129
– –
-44,496
130
– –
-7,980
131
– –
-15,203
132
– –
-2,641
133
– –
-4,312
134
– –
-861
135
– –
-75,503
136
– –
-17,009
137
– –
-1,581
138
– –
-246,732
139
– –
-714
140
– –
-1,892
141
– –
-1,645
142
– –
-1,474
143
– –
-31,717
144
– –
-32,220
145
– –
-1,750
146
– –
-1,192
147
– –
-2,667
148
– –
-116,131
149
– –
-435
150
– –
-56,951
3 4 5
6
7