DSN

D. Scott Neal Portfolio holdings

AUM $201M
1-Year Est. Return 32.5%
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$301K
2 +$137K
3 +$25K
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$25K
5
ABBV icon
AbbVie
ABBV
+$22.8K

Sector Composition

1 Industrials 1.12%
2 Technology 0.94%
3 Healthcare 0.91%
4 Financials 0.7%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-90
177
-190
178
-80
179
-90
180
$0 ﹤0.01%
1
181
-535,474
182
0