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
$103M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.24M
3 +$2.24M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.2M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.17M

Sector Composition

1 Technology 15.74%
2 Industrials 8.5%
3 Consumer Discretionary 6.54%
4 Communication Services 5.03%
5 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HEI icon
151
HEICO Corp
HEI
$43.7B
-1,296
HII icon
152
Huntington Ingalls Industries
HII
$11.2B
-861
HNDL icon
153
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$682M
-64,780
HUBS icon
154
HubSpot
HUBS
$25.1B
-1,364
HWM icon
155
Howmet Aerospace
HWM
$76.8B
-6,569
IAGG icon
156
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
-28,027
IBND icon
157
SPDR Bloomberg International Corporate Bond ETF
IBND
$462M
-25,970
IBTH icon
158
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
-133,060
IBTI icon
159
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
-131,807
ICE icon
160
Intercontinental Exchange
ICE
$90B
-3,804
ICVT icon
161
iShares Convertible Bond ETF
ICVT
$2.96B
-20,002
IDEV icon
162
iShares Core MSCI International Developed Markets ETF
IDEV
$22.3B
-16,796
IDV icon
163
iShares International Select Dividend ETF
IDV
$5.93B
-30,510
INDA icon
164
iShares MSCI India ETF
INDA
$9.7B
-8,196
INKM icon
165
SPDR SSGA Income Allocation ETF
INKM
$73.2M
-35,786
INTU icon
166
Intuit
INTU
$188B
-422
IRM icon
167
Iron Mountain
IRM
$30.4B
-2,602
ISHG icon
168
iShares 1-3 Year International Treasury Bond ETF
ISHG
$669M
-34,437
JBL icon
169
Jabil
JBL
$21B
-5,759
JMIA
170
Jumia Technologies
JMIA
$1.24B
-17,329
JPM icon
171
JPMorgan Chase
JPM
$797B
-1,115
KEYS icon
172
Keysight
KEYS
$28.4B
-1,936
KLAC icon
173
KLA
KLAC
$146B
-284
LHX icon
174
L3Harris
LHX
$54.4B
-2,014
LLY icon
175
Eli Lilly
LLY
$729B
-510