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
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$7.84M
3 +$7.8M
4
PSQ icon
ProShares Short QQQ
PSQ
+$7.39M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$6.02M

Top Sells

1 +$19.9M
2 +$10.6M
3 +$7.98M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$5.87M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.21M

Sector Composition

1 Consumer Staples 4.07%
2 Energy 3.69%
3 Healthcare 3.38%
4 Communication Services 3.13%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6
77
-140,352
78
-4
79
-22,383