Dan Mohr

@Retireful, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$177.666M

Total holdings126

Assets growth rate31.48%

Assets growth rate (2-Q avg)-2.48%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Retireful, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Retireful, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.666M in assets, with a quarterly growth rate of 31.48% and a 2-quarter average growth rate of -2.48%. The portfolio is managed by Dan Mohr, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FFIVF5 Inc Recent Activity New Position	0.9%	$1.583M 6,294 shares@ $251.47 avg price	New Position
WSMWilliams Sonoma Inc Recent Activity New Position	0.89%	$1.564M 8,447 shares@ $185.18 avg price	New Position
VRTVertiv Holdings Co Recent Activity New Position	0.88%	$1.554M 13,678 shares@ $113.62 avg price	New Position
INKMSsga Active Etf Tr Recent Activity Decreased -1.14%	0.87%	$1.532M 48,971 shares@ $31.28 avg price	Decreased -1.14%
IDMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.84%	$1.479M 36,381 shares@ $40.65 avg price	New Position
TWLOTwilio Inc Recent Activity New Position	0.84%	$1.475M 13,649 shares@ $108.09 avg price	New Position
UALUnited Airls Hldgs Inc Recent Activity New Position	0.83%	$1.471M 15,153 shares@ $97.1 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.83%	$1.47M 2,110 shares@ $696.78 avg price	New Position
PSTGPure Storage Inc Recent Activity New Position	0.83%	$1.464M 23,839 shares@ $61.44 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.83%	$1.463M 13,243 shares@ $110.45 avg price	New Position