DRS
Deane Retirement Strategies Portfolio holdings
AUM
$223M
1-Year Return
14.03%
This Quarter Return
+4.45%
1 Year Return
+14.03%
3 Year Return
+46.9%
5 Year Return
+116.67%
10 Year Return
+384.11%
AUM
$181M
AUM Growth
-$8.38M
(-4.4%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-6.46%
Top 10 Holdings %
Top 10 Hldgs %
61.79%
Holding
68
New
14
Increased
5
Reduced
19
Closed
16
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$13.7M |
| 2 |
ProShares Short QQQ
PSQ
|
$8.98M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.87M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$5.86M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$5.75M |
Top Sells
Sector Composition
| 1 | Energy | 7.27% |
| 2 | Materials | 5.1% |
| 3 | Industrials | 3.24% |
| 4 | Consumer Discretionary | 3.09% |
| 5 | Financials | 2.91% |
