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
in Stake 		Capital Flow
51
$931K 0.51%
36,787
-2,666
52
$914K 0.5%
4,163
+685
53
$813K 0.45%
10,302
+1,338
54
$752K 0.41%
17,311
-1,335
55
$749K 0.41%
29,413
+4,986
56
$693K 0.38%
29,036
-1,166
57
$689K 0.38%
+2,449
58
$662K 0.36%
23,662
-10,949
59
$634K 0.35%
27,479
+644
60
$634K 0.35%
863
+702
61
$576K 0.32%
8,494
+1,128
62
$558K 0.31%
5,975
+296
63
$555K 0.31%
4,875
+773
64
$544K 0.3%
3,892
+585
65
$527K 0.29%
29,269
-25,984
66
$444K 0.24%
4,456
+698
67
$419K 0.23%
5,576
+729
68
$395K 0.22%
1,399
+1,325
69
$333K 0.18%
5,057
+814
70
$327K 0.18%
+15,776
71
$320K 0.18%
+12,195
72
$305K 0.17%
1,633
-848
73
$284K 0.16%
2,903
+1,222
74
$277K 0.15%
3,020
-22
75
$260K 0.14%
+7,055
1 2
3
4 5