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
$145M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.23M
3
+$2.99M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.95M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M

Top Sells

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Sector Composition

1 Technology 16.47%
2 Industrials 6.68%
3 Consumer Discretionary 4.41%
4 Communication Services 3.84%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.18%
+2,134
127
$254K 0.18%
+284
128
$239K 0.16%
+920
129
$234K 0.16%
+1,071
130
$233K 0.16%
+2,914
131
$233K 0.16%
+10,380
132
$231K 0.16%
+1,374
133
$230K 0.16%
+1,256
134
$229K 0.16%
+1,075
135
$226K 0.16%
+709
136
$209K 0.14%
+261
137
$209K 0.14%
+446
138
$208K 0.14%
+861
139
$122K 0.08%
+12,563
140
$91.8K 0.06%
+12,702
141
$75.3K 0.05%
+24,498
142
$75.1K 0.05%
+11,140
143
$70K 0.05%
+15,702
144
$69.7K 0.05%
+17,329
145
– –
-38
146
– –
-18,808
147
– –
-2,448
148
– –
-353
149
– –
-4,407
150
– –
-2,054
4 5
6
7 8