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
State Street Industrial Select Sector SPDR ETF
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
151
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-861
152
– –
-4,312
153
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-2,641
154
– –
-15,203
155
– –
-7,980
156
– –
-44,496
157
– –
-135,377
158
– –
-2,243
3 4 5 6
7