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
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.39M

Top Sells

1
+$13.6M
2
+$6.3M
3
+$4.42M
4
XLE icon
Energy Select Sector SPDR Fund
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
1
$26.3M 10.93%
50,247
+28,851
2
$16.5M 6.88%
97,656
-80,288
3
$7.03M 2.92%
78,210
-1,056
4
$5.59M 2.32%
55,415
-5,909
5
$5.56M 2.31%
+144,458
6
$5.54M 2.3%
60,377
-13,136
7
$4.56M 1.89%
34,605
-2,895
8
$4.34M 1.8%
20,823
-11,676
9
$4.17M 1.74%
30,089
+17,910
10
$4.05M 1.69%
+5,621
11
$3.93M 1.63%
8,097
+4,126
12
$3.8M 1.58%
20,665
+18,417
13
$3.8M 1.58%
6,058
+3,723
14
$3.77M 1.57%
+17,696
15
$3.72M 1.55%
38,330
-8,390
16
$3.69M 1.54%
44,209
-4,617
17
$3.52M 1.46%
35,414
-3,773
18
$3.41M 1.42%
33,828
-3,608
19
$3.31M 1.38%
+77,406
20
$3.3M 1.37%
117,901
-12,584
21
$3.1M 1.29%
38,878
+34,419
22
$3.05M 1.27%
41,818
+37,030
23
$2.98M 1.24%
+251,226
24
$2.97M 1.23%
59,051
-87,916
25
$2.81M 1.17%
+50,493
1
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