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DSN

D. Scott Neal Portfolio holdings

AUM $216M
1-Year Est. Return 33.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.49M
3
+$2.95M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.43M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.37M

Top Sells

1
+$2.06M
2
+$2.03M
3
+$1.35M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.24M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.09M

Sector Composition

1 Technology 1.04%
2 Consumer Staples 0.99%
3 Industrials 0.9%
4 Financials 0.68%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+75
152
$5K ﹤0.01%
165
153
$4K ﹤0.01%
16
154
$4K ﹤0.01%
112
-3,147
155
$4K ﹤0.01%
+26
156
$4K ﹤0.01%
8
157
$4K ﹤0.01%
305
158
$4K ﹤0.01%
368
159
$4K ﹤0.01%
+216
160
$3K ﹤0.01%
50
161
$3K ﹤0.01%
252
+150
162
$3K ﹤0.01%
150
163
$3K ﹤0.01%
77
164
$3K ﹤0.01%
206
165
$3K ﹤0.01%
70
166
$3K ﹤0.01%
62
+38
167
$3K ﹤0.01%
28
-14,391
168
$3K ﹤0.01%
118
169
$3K ﹤0.01%
+130
170
$3K ﹤0.01%
64
171
$2K ﹤0.01%
29
172
$2K ﹤0.01%
55
173
$2K ﹤0.01%
16
-10,031
174
$2K ﹤0.01%
44
175
$2K ﹤0.01%
44
5 6
7
8 9