RL
Retireful LLC Portfolio holdings
AUM
$145M
This Quarter Return
+1%
1 Year Return
+34.43%
3 Year Return
+99.24%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+335%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
76.99%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
15
New
7
Increased
1
Reduced
–
Closed
7
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$91.6M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$31.5M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$31.4M |
| 4 |
United Rentals
URI
|
$3.39M |
| 5 |
Enphase Energy
ENPH
|
$2.64M |
Top Sells
| 1 |
ProShares Short 7-10 Year Treasury
TBX
|
$4.05M |
| 2 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$3.9M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$842K |
| 4 |
Invesco Preferred ETF
PGX
|
$269K |
| 5 |
Vanguard Growth ETF
VUG
|
$268K |
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Industrials | 1.69% |
| 3 | Consumer Discretionary | 1.11% |
