RL
Retireful LLC Portfolio holdings
AUM
$145M
This Quarter Return
+10.93%
1 Year Return
+34.43%
3 Year Return
+99.24%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+4.7%)
Cap. Flow
-$700K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
144
New
56
Increased
9
Reduced
25
Closed
54
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.1M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$5.56M |
| 3 |
United Rentals
URI
|
$4.05M |
| 4 |
Waste Management
WM
|
$3.77M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.39M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$13.6M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$6.3M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$4.42M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$4.39M |
| 5 |
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% |
