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
$125M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.67M
3 +$6.02M
4
FSLR icon
First Solar
FSLR
+$2.68M
5
PYPL icon
PayPal
PYPL
+$1.9M

Sector Composition

1 Technology 12.25%
2 Healthcare 10.63%
3 Financials 8.98%
4 Industrials 6.06%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-33,153
77
-78,367
78
-233
79
-77,548