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
$106M
AUM Growth
-$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.21M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M

Top Sells

1
+$20M
2
+$9.34M
3
+$4.38M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.3M

Sector Composition

1 Technology 15%
2 Consumer Discretionary 7.68%
3 Industrials 4.21%
4 Communication Services 4.07%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-58,306
177
– –
-2,136
178
– –
-5,862
179
– –
-22,518
180
– –
-5,766
4 5 6 7
8