DRS
Deane Retirement Strategies Portfolio holdings
AUM
$223M
1-Year Return
14.03%
This Quarter Return
+8.57%
1 Year Return
+14.03%
3 Year Return
+46.9%
5 Year Return
+116.67%
10 Year Return
+384.11%
AUM
$105M
AUM Growth
+$7.48M
(+7.7%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
50.54%
Holding
69
New
7
Increased
36
Reduced
5
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.7M |
| 2 |
ProShares Short S&P500
SH
|
$3.53M |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$2.12M |
| 4 |
Nike
NKE
|
$2.1M |
| 5 |
PepsiCo
PEP
|
$2.07M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$12.2M |
| 2 |
SPLK
Splunk Inc
SPLK
|
$3.06M |
| 3 |
Palo Alto Networks
PANW
|
$1.98M |
| 4 |
US Bancorp
USB
|
$1.9M |
| 5 |
Intel
INTC
|
$1.72M |
Sector Composition
| 1 | Energy | 9.17% |
| 2 | Healthcare | 8.87% |
| 3 | Consumer Staples | 7.23% |
| 4 | Financials | 6.89% |
| 5 | Materials | 5.92% |
