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
$4.16M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$410K
3
+$377K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$371K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$346K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$621K 14.93%
+10,925
2
$410K 9.86%
+1,233
3
$377K 9.06%
+8,839
4
$371K 8.92%
+3,835
5
$346K 8.32%
+7,303
6
$324K 7.79%
+3,235
7
$290K 6.97%
+5,281
8
$276K 6.64%
+3,701
9
$263K 6.32%
+8,290
10
$234K 5.63%
+3,469
11
$233K 5.6%
+1,663
12
$211K 5.07%
+3,333
13
$203K 4.88%
+4,040