DRP
Decker Retirement Planning Portfolio holdings
AUM
$182M
1-Year Est. Return
59.8%
1 Year Est. Return
+59.8%
AUM
$173M
AUM Growth
+$12.1M
(+7.5%)
Holding
353
Top Buys
| 1 | +$8.35M | |
| 2 | +$8.12M | |
| 3 | +$6.67M | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$6.24M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$5.94M |
Top Sells
| 1 | +$49M | |
| 2 | +$8.54M | |
| 3 | +$7.14M | |
| 4 |
Axon Enterprise
AXON
|
+$5.09M |
| 5 |
Gilead Sciences
GILD
|
+$4.78M |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Industrials | 2.29% |
| 3 | Materials | 2.14% |
| 4 | Consumer Staples | 2.13% |
| 5 | Utilities | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
TrueShares Structured Outcome August ETF
AUGZ
$25.7M
| – | – |
-109
|
|
||
352
TrueShares Structured Outcome April ETF
APRZ
$15.5M
| – | – |
-63
|
|
||
353
ACM Research
ACMR
$2.65B
| – | – |
-62
|
|