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
101
$44.3K 0.02%
724
102
$43.5K 0.02%
1,881
103
$42K 0.02%
+1,562
104
$41.2K 0.02%
82
-180
105
$40.7K 0.02%
573
106
$39.6K 0.02%
+977
107
$38K 0.02%
156
-95
108
$37.4K 0.02%
364
109
$36.6K 0.02%
1,487
+652
110
$36.1K 0.02%
689
111
$35.6K 0.02%
434
112
$34.3K 0.02%
+221
113
$33.7K 0.02%
257
114
$32.3K 0.02%
423
115
$30.8K 0.02%
273
-32
116
$30.5K 0.02%
40
-20
117
$30.5K 0.02%
126
-30,771
118
$29.5K 0.02%
601
119
$28K 0.02%
283
120
$27.5K 0.02%
717
121
$27.2K 0.02%
269
+151
122
$26.1K 0.01%
484
-256
123
$26.1K 0.01%
+1,110
124
$25.5K 0.01%
705
-877
125
$25.2K 0.01%
407
3 4
5
6 7