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DRP

Decker Retirement Planning Portfolio holdings

AUM $221M
1-Year Est. Return 66.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$6.3M
3
+$5.58M
4
AMD icon
Advanced Micro Devices
AMD
+$4.23M
5
AVGO icon
Broadcom
AVGO
+$3.56M

Top Sells

1
+$12.7M
2
+$7.06M
3
+$6.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.12M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$6.1M

Sector Composition

1 Technology 18.03%
2 Industrials 7.67%
3 Communication Services 5.26%
4 Financials 3.54%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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