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
$135M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$22.7M
2 +$7.58M
3 +$5.05M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.82M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.51M

Sector Composition

1 Technology 7.94%
2 Healthcare 7.8%
3 Consumer Discretionary 4.37%
4 Financials 4.28%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-105,751
77
-849
78
-13,005
79
-26,914
80
$0 ﹤0.01%
4
-8
81
-15,504