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
$109M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$3.89M
3 +$2.5M
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$2.49M
5
SH icon
ProShares Short S&P500
SH
+$1.73M

Top Sells

1 +$2.5M
2 +$2.38M
3 +$1.83M
4
PFE icon
Pfizer
PFE
+$1.36M
5
TJX icon
TJX Companies
TJX
+$1.3M

Sector Composition

1 Communication Services 10.42%
2 Utilities 6.65%
3 Healthcare 5.11%
4 Technology 4.84%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-48,438
52
-33,106
53
-24,872
54
-104,259
55
-19,540