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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
126
– –
-7,117
127
– –
-14,482
128
– –
-23,752
129
– –
-17,075
130
– –
-269,403
131
– –
-80,526
132
– –
-33,776
133
– –
-117,471
134
– –
-69,296
135
– –
-6,026
136
– –
-33,078
137
– –
-2,292
138
– –
-1,190
139
– –
-104,610
140
– –
-9,749
141
– –
-7,395
142
– –
-11,465
143
– –
-7,982
144
– –
-7,428
2 3 4 5
6