RL

Retireful LLC Portfolio holdings

AUM $79.7M
1-Year Est. Return 44.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.23M
3
+$2.99M
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$2.95M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.68M

Top Sells

1
+$10.7M
2
+$4.36M
3
+$2.32M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$2.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.21M

Sector Composition

1 Technology 16.47%
2 Industrials 6.68%
3 Consumer Discretionary 4.41%
4 Communication Services 3.84%
5 Financials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 8.63%
+20,261
2
$4.84M 3.34%
52,791
+6,323
3
$4.51M 3.11%
45,002
-1,474
4
$3.23M 2.22%
+68,202
5
$2.99M 2.06%
+133,060
6
$2.95M 2.03%
+131,807
7
$2.87M 1.98%
57,038
-1,870
8
$2.68M 1.84%
+44,750
9
$2.64M 1.82%
+34,437
10
$2.46M 1.69%
+19,414
11
$2.32M 1.6%
22,510
-841
12
$2.3M 1.58%
+79,011
13
$2.28M 1.57%
+8,124
14
$2.18M 1.5%
7,907
+2,609
15
$1.9M 1.31%
+17,520
16
$1.89M 1.3%
+2,843
17
$1.8M 1.24%
+20,002
18
$1.69M 1.16%
+12,506
19
$1.58M 1.09%
19,130
+1,081
20
$1.56M 1.08%
25,402
-3,053
21
$1.46M 1.01%
14,548
-1,980
22
$1.45M 1%
14,709
+8,970
23
$1.45M 1%
2,735
-720
24
$1.43M 0.99%
+28,027
25
$1.41M 0.97%
+20,958
1
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