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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
$135M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.7M
3
+$5.13M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$4.69M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$4.18M

Top Sells

1
+$5.68M
2
+$5.31M
3
+$4.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.06M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.95M

Sector Composition

1 Technology 4.34%
2 Healthcare 3.55%
3 Financials 2.9%
4 Industrials 2.48%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,661
127
– –
-5,095
128
– –
-5,719
129
– –
-22,034
130
– –
-8,995
131
– –
-13,510
132
– –
-2,924
2 3 4 5
6