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
$209M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$1.95M
3
+$1.91M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$838K

Top Sells

1
+$3.39M
2
+$2.64M
3
+$1.3M
4
TJX icon
TJX Companies
TJX
+$1.14M
5
MELI icon
Mercado Libre
MELI
+$1.08M

Sector Composition

1 Consumer Discretionary 0%
2 Industrials 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$142M 67.75%
1,551,093
+154,658
2
$33.4M 15.93%
334,575
+19,175
3
$33.3M 15.92%
663,411
+38,761
4
$838K 0.4%
+2,529
5
– –
-9,512
6
– –
-1,309
7
– –
-3,575
8
– –
-18,332
9
– –
-12,559