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
51
$1.94M 0.81%
16,993
-13,344
52
$1.83M 0.76%
+1,881
53
$1.69M 0.7%
7,415
-192
54
$1.64M 0.68%
+20,704
55
$1.61M 0.67%
+14,597
56
$1.6M 0.67%
+26,591
57
$1.52M 0.63%
1,991
-50
58
$1.43M 0.59%
9,144
-236
59
$1.42M 0.59%
+9,325
60
$1.42M 0.59%
+16,800
61
$1.35M 0.56%
7,609
-8,779
62
$1.34M 0.56%
+6,127
63
$1.31M 0.55%
+2,990
64
$1.31M 0.54%
+22,722
65
$1.31M 0.54%
+9,288
66
$1.3M 0.54%
+3,086
67
$1.28M 0.53%
8,606
-9,868
68
$1.26M 0.52%
+21,923
69
$1.25M 0.52%
+18,356
70
$1.25M 0.52%
+21,623
71
$1.25M 0.52%
+13,947
72
$1.22M 0.51%
+2,630
73
$1.18M 0.49%
+16,107
74
$1.17M 0.49%
+8,786
75
$1.16M 0.48%
2,298
+241