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
$200M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$91.6M
2
+$31.5M
3
+$31.4M
4
URI icon
United Rentals
URI
+$3.39M
5
ENPH icon
Enphase Energy
ENPH
+$2.64M

Top Sells

1
+$4.05M
2
+$3.9M
3
+$842K
4
PGX icon
Invesco Preferred ETF
PGX
+$269K
5
VUG icon
Vanguard Growth ETF
VUG
+$268K

Sector Composition

1 Technology 1.97%
2 Industrials 1.69%
3 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 63.84%
1,396,435
+1,000,340
2
$31.5M 15.72%
+315,400
3
$31.4M 15.67%
+624,650
4
$3.39M 1.69%
+12,559
5
$2.64M 1.32%
+9,512
6
$1.3M 0.65%
+3,575
7
$1.14M 0.57%
+18,332
8
$1.08M 0.54%
+1,309
9
– –
-3,779
10
– –
-3,991
11
– –
-21,794
12
– –
-194,259
13
– –
-150,118
14
– –
-11,994
15
– –
-1,203