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
$241M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$5.56M
3 +$4.05M
4
WM icon
Waste Management
WM
+$3.77M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.39M

Top Sells

1 +$13.6M
2 +$6.3M
3 +$4.42M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.39M
5
AMD icon
Advanced Micro Devices
AMD
+$4.38M

Sector Composition

1 Technology 15.52%
2 Industrials 10.23%
3 Financials 6%
4 Healthcare 5.77%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.81M 1.17%
34,870
-12,787
27
$2.8M 1.17%
27,863
-376
28
$2.71M 1.13%
+56,549
29
$2.7M 1.12%
37,296
-496
30
$2.63M 1.1%
8,035
-108
31
$2.54M 1.05%
22,560
-304
32
$2.53M 1.05%
+5,800
33
$2.49M 1.04%
+20,115
34
$2.44M 1.02%
+69,971
35
$2.44M 1.01%
+18,477
36
$2.44M 1.01%
+21,491
37
$2.4M 1%
+3,948
38
$2.39M 0.99%
+3,260
39
$2.36M 0.98%
+85,065
40
$2.35M 0.98%
+2,314
41
$2.34M 0.97%
+11,357
42
$2.32M 0.97%
+17,081
43
$2.28M 0.95%
+8,939
44
$2.27M 0.94%
+6,350
45
$2.26M 0.94%
+3,341
46
$2.25M 0.94%
+4,019
47
$2.23M 0.93%
+1,475
48
$2.06M 0.86%
6,425
-166
49
$2.04M 0.85%
1,631
-22
50
$2.01M 0.83%
+11,684