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
$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
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.39M

Top Sells

1
+$13.6M
2
+$6.3M
3
+$4.42M
4
XLE icon
State Street Energy Select Sector SPDR ETF
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
76
$1.15M 0.48%
+3,317
77
$1.1M 0.46%
21,232
+4,011
78
$1.09M 0.45%
+15,631
79
$642K 0.27%
+6,851
80
$636K 0.26%
+16,533
81
$636K 0.26%
+4,365
82
$633K 0.26%
+7,010
83
$632K 0.26%
+4,057
84
$630K 0.26%
+11,920
85
$628K 0.26%
+7,327
86
$626K 0.26%
+1,575
87
$624K 0.26%
+3,200
88
$614K 0.26%
+5,559
89
$554K 0.23%
+27,225
90
$346K 0.14%
+2,104
91
– –
-100,668
92
– –
-34,940
93
– –
-27,946
94
– –
-7,982
95
– –
-7,428
96
– –
-14,401
97
– –
-13,468
98
– –
-14,338
99
– –
-16,910
100
– –
-15,269
2 3
4
5 6