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
$71M
AUM Growth
-$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.22M
3 +$2.2M
4
WWD icon
Woodward
WWD
+$1.21M
5
TW icon
Tradeweb Markets
TW
+$1.14M

Top Sells

1 +$4.17M
2 +$2.13M
3 +$2.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.98M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.92M

Sector Composition

1 Technology 18.7%
2 Industrials 18.53%
3 Energy 4.08%
4 Consumer Discretionary 3.68%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLC icon
126
State Street Communication Services Select Sector SPDR ETF
XLC
$25.9B
-18,005
XLV icon
127
State Street Health Care Select Sector SPDR ETF
XLV
$39B
-2,318
DAY
128
DELISTED
Dayforce
DAY
-9,591
EXE
129
Expand Energy Corp
EXE
$23B
-7,431