DRS
Deane Retirement Strategies Portfolio holdings
AUM
$223M
1-Year Return
14.03%
This Quarter Return
+7.08%
1 Year Return
+14.03%
3 Year Return
+46.9%
5 Year Return
+116.67%
10 Year Return
+384.11%
AUM
$111M
AUM Growth
+$5.58M
(+5.3%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
56.26%
Holding
67
New
2
Increased
16
Reduced
22
Closed
11
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.3M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$6.02M |
| 3 |
Walt Disney
DIS
|
$2.73M |
| 4 |
AT&T
T
|
$1.55M |
| 5 |
Kroger
KR
|
$1.49M |
Top Sells
| 1 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$7.18M |
| 2 |
Trade Desk
TTD
|
$2.56M |
| 3 |
APC
Anadarko Petroleum
APC
|
$2.47M |
| 4 |
Devon Energy
DVN
|
$2.04M |
| 5 |
Occidental Petroleum
OXY
|
$1.92M |
Sector Composition
| 1 | Healthcare | 10.07% |
| 2 | Consumer Staples | 8.79% |
| 3 | Financials | 7.06% |
| 4 | Communication Services | 6.23% |
| 5 | Energy | 4.83% |
