RL
Retireful LLC Portfolio holdings
AUM
$103M
1-Year Est. Return
42.87%
1 Year Est. Return
+42.87%
AUM
$145M
AUM Growth
+$39.3M
(+37%)
Holding
180
Top Buys
| 1 | +$12.5M | |
| 2 | +$3.23M | |
| 3 | +$2.99M | |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$2.95M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.68M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$4.36M | |
| 3 | +$2.32M | |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
+$2.21M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Workday
WDAY
$58.5B
| – | – |
-1,256
|
|
||
177
Welltower
WELL
$134B
| – | – |
-2,498
|
|
||
178
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
| – | – |
-42,708
|
|
||
179
State Street Industrial Select Sector SPDR ETF
XLI
$24.6B
| – | – |
-15,590
|
|
||
180
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
| – | – |
-27,457
|
|