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
$210M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.7M
3
+$6.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.23M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.89M

Top Sells

1
+$35.6M
2
+$29.3M
3
+$22.8M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.01M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$5.17M

Sector Composition

1 Technology 11.81%
2 Financials 10.11%
3 Energy 6.26%
4 Industrials 6.04%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 13.03%
63,902
+37,046
2
$9.91M 4.73%
107,884
-387,712
3
$8.29M 3.95%
82,348
-59,653
4
$8.29M 3.95%
82,804
-227,482
5
$6.7M 3.2%
+50,819
6
$6.31M 3.01%
+127,578
7
$6.23M 2.97%
+82,182
8
$5M 2.39%
21,283
+11,994
9
$4.89M 2.33%
+38,608
10
$4.81M 2.3%
+125,944
11
$4.81M 2.29%
110,034
+55,504
12
$4.66M 2.23%
53,070
+26,869
13
$4.34M 2.07%
+165,985
14
$4.09M 1.95%
+38,166
15
$3.8M 1.81%
+18,824
16
$3.76M 1.79%
+61,036
17
$3.74M 1.78%
+81,280
18
$3.7M 1.76%
+8,317
19
$2.5M 1.19%
+16,489
20
$2.49M 1.19%
9,954
+4,922
21
$2.49M 1.19%
+27,728
22
$2.32M 1.11%
+752
23
$2.3M 1.1%
+35,445
24
$2.28M 1.09%
+1,795
25
$2.26M 1.08%
+4,036
1
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