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
$178M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.36M
3
+$3.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.29M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.92M

Top Sells

1
+$7.46M
2
+$6.45M
3
+$6.05M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.03M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.58M

Sector Composition

1 Technology 13.84%
2 Industrials 6.19%
3 Consumer Discretionary 6.16%
4 Financials 4.32%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.34M 5.26%
53,299
-42,550
2
$5.9M 3.32%
59,005
-684
3
$5.68M 3.2%
62,147
-1,610
4
$4.38M 2.47%
+100,834
5
$4.2M 2.36%
41,841
+13,317
6
$3.76M 2.12%
74,788
+25,001
7
$3.42M 1.92%
33,981
-341
8
$3.36M 1.89%
+151,230
9
$3.3M 1.86%
+120,885
10
$3.29M 1.85%
+56,690
11
$3.04M 1.71%
5,183
-11,006
12
$2.92M 1.64%
+24,707
13
$2.77M 1.56%
+8,594
14
$2.63M 1.48%
+34,793
15
$2.57M 1.45%
+4,330
16
$2.55M 1.44%
15,616
+2,240
17
$2.53M 1.42%
+28,382
18
$2.44M 1.38%
+7,548
19
$2.43M 1.37%
+58,306
20
$2.39M 1.34%
25,279
+17,288
21
$2.37M 1.33%
+116,855
22
$2.34M 1.31%
+7,389
23
$2.21M 1.24%
+16,043
24
$2.21M 1.24%
19,716
+13,760
25
$2.12M 1.19%
10,023
-92
1
2 3 4 5