DRS

Deane Retirement Strategies Portfolio holdings

AUM $233M
1-Year Est. Return 16.83%
This Quarter Est. Return
1 Year Est. Return
+16.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.07M
3
+$3.24M
4
PFE icon
Pfizer
PFE
+$1.51M
5
CVS icon
CVS Health
CVS
+$1.43M

Top Sells

1
+$21.7M
2
+$4.38M
3
+$3.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.94M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.53M

Sector Composition

1 Communication Services 7.31%
2 Healthcare 5.97%
3 Consumer Staples 4.78%
4 Industrials 4.77%
5 Utilities 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
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