RL
Retireful LLC Portfolio holdings
AUM
$145M
This Quarter Return
+8.73%
1 Year Return
+34.43%
3 Year Return
+99.24%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+31%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
23.86%
Top 10 Holdings %
Top 10 Hldgs %
26.24%
Holding
158
New
92
Increased
7
Reduced
19
Closed
32
Top Buys
| 1 |
iShares Core Moderate Allocation ETF
AOM
|
$4.38M |
| 2 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
$3.36M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3.3M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.29M |
| 5 |
Vanguard Financials ETF
VFH
|
$2.92M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.46M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.45M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$6.05M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$6.03M |
| 5 |
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% |
