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
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
-11,465
92
-7,395
93
-9,749
94
-52,305
95
-1,190
96
-2,292
97
-33,078
98
-6,026
99
-69,296
100
-117,471