DRS
Deane Retirement Strategies Portfolio holdings
AUM
$223M
This Quarter Return
+3.38%
1 Year Return
+14.03%
3 Year Return
+46.9%
5 Year Return
+116.67%
10 Year Return
+384.11%
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
46
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$20.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$15.7M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$12M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.77M |
| 5 |
Vanguard Total Bond Market
BND
|
$5.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 6.7% |
| 2 | Financials | 6.66% |
| 3 | Energy | 5.03% |
| 4 | Consumer Staples | 4.23% |
| 5 | Technology | 3.04% |
