Portfolio (Quarterly)
Guide ↗
Retireful, LLC
· CIK 0001919176| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 6,839.0 | $1.1M | 1.39% | +2K | +30.9% | $161.96 | +14.0% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 5,086.0 | $1.1M | 1.37% | +1K | +26.8% | $215.34 | +148.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.2%
Industrials
16.1%
Consumer Cyclical
13.9%
Financial Services
12.5%
Healthcare
8.3%
Communication Services
6.2%
Basic Materials
4.6%
Consumer Defensive
1.9%
Energy
1.6%
Utilities
1.4%