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DSN
D. Scott Neal Portfolio holdings
AUM
$216M
1-Year Est. Return
33.28%
This Fund
S&P 500
1 Year Est. Return
+33.28%
AUM
$237M
AUM Growth
+$16.1M
(+7.3%)
Holding
54
Top Buys
| 1 | +$18.2M | |
| 2 | +$17.9M | |
| 3 | +$14.4M | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$5.22M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.9M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$9.84M | |
| 3 | +$9.26M | |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$5.46M |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$2.63M |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Financials | 1.33% |
| 3 | Industrials | 0.62% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Healthcare | 0.54% |