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RL

Retireful LLC Portfolio holdings

AUM $71M
1-Year Est. Return 74.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.56%
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
+$14.4M
2
+$5.29M
3
+$3.61M
4
WM icon
Waste Management
WM
+$3.48M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.28M

Top Sells

1
+$12.9M
2
+$6.3M
3
+$4.43M
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
101
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102
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-6,126
103
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104
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-20,075
105
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-28,340
106
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-68,794
107
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-89,218
108
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-15,206
109
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-52,570
110
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-2,539
111
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-3,712
112
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-3,929
113
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-19,475
114
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-4,439
115
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-8,557
116
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-54,057
117
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-11,754
118
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119
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120
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-9,954
121
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-16,910
125
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