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
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
126
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127
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128
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129
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-14,482
130
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-23,752
131
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132
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-269,403
133
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-80,526
134
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-33,776
135
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-117,471
136
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-69,296
137
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-6,026
138
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-33,078
139
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-2,292
140
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-1,190
141
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-52,305
142
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-9,749
143
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-7,395
144
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6