DSN

D. Scott Neal Portfolio holdings

AUM $216M
1-Year Est. Return 33.28%
This Quarter Est. Return
1 Year Est. Return
+33.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$789K
3 +$456K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$314K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$311K

Top Sells

1 +$641K
2 +$536K
3 +$370K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$354K
5
JNJ icon
Johnson & Johnson
JNJ
+$251K

Sector Composition

1 Healthcare 0.95%
2 Industrials 0.88%
3 Technology 0.81%
4 Financials 0.63%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+6
152
$0 ﹤0.01%
+1
153
0