DRS
Deane Retirement Strategies Portfolio holdings
AUM
$223M
This Quarter Return
+0.53%
1 Year Return
+14.03%
3 Year Return
+46.9%
5 Year Return
+116.67%
10 Year Return
+384.11%
AUM
$97.7M
AUM Growth
+$97.7M
(-9.2%)
Cap. Flow
+$721K
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
70
New
8
Increased
22
Reduced
15
Closed
9
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.89M |
| 2 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$7.06M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.97M |
| 4 |
Newmont
NEM
|
$1.93M |
| 5 |
PPL Corp
PPL
|
$1.91M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.07M |
| 2 |
Wynn Resorts
WYNN
|
$2.25M |
| 3 |
AbbVie
ABBV
|
$2.18M |
| 4 |
First Solar
FSLR
|
$2.06M |
| 5 |
Jacobs Solutions
J
|
$1.83M |
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Financials | 11.17% |
| 3 | Healthcare | 9.17% |
| 4 | Materials | 5.86% |
| 5 | Energy | 4.55% |
