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
$311M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.2M
3
+$3.28M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.69M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.68M

Top Sells

1
+$838K

Sector Composition

1 Technology 1.75%
2 Healthcare 1.12%
3 Consumer Discretionary 1.01%
4 Industrials 0.65%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 46.85%
1,586,838
+35,745
2
$55.5M 17.85%
554,170
+219,595
3
$53.6M 17.22%
1,065,388
+401,977
4
$1.69M 0.54%
+28,118
5
$1.68M 0.54%
+13,578
6
$1.68M 0.54%
+15,262
7
$1.67M 0.54%
+42,832
8
$1.67M 0.54%
+41,994
9
$1.67M 0.54%
+8,184
10
$1.67M 0.54%
+112,480
11
$1.67M 0.54%
+25,514
12
$1.62M 0.52%
+21,238
13
$1.62M 0.52%
+16,278
14
$1.62M 0.52%
+69,278
15
$1.61M 0.52%
+20,962
16
$1.61M 0.52%
+58,250
17
$1.56M 0.5%
+135,668
18
$1.28M 0.41%
+72,343
19
$967K 0.31%
+2,817
20
$942K 0.3%
+69,883
21
$918K 0.3%
+9,397
22
$911K 0.29%
+6,032
23
$863K 0.28%
+20,942
24
$862K 0.28%
+2,237
25
$853K 0.27%
+6,855
1
2 3