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
126
$23.9K 0.01%
299
-7
127
$22.4K 0.01%
1,024
+15
128
$21.7K 0.01%
92
-25,300
129
$20.3K 0.01%
+528
130
$19.3K 0.01%
69
-2
131
$18.7K 0.01%
115
-3
132
$18.6K 0.01%
86
-79
133
$18.5K 0.01%
277
134
$17.9K 0.01%
91
-3
135
$17.7K 0.01%
638
136
$17.4K 0.01%
759
137
$17.1K 0.01%
290
+9
138
$16.9K 0.01%
+103
139
$16K 0.01%
520
140
$15.7K 0.01%
+300
141
$15.4K 0.01%
614
142
$15K 0.01%
283
143
$14.6K 0.01%
552
+275
144
$14.2K 0.01%
+324
145
$13.8K 0.01%
253
146
$13.8K 0.01%
327
147
$13.4K 0.01%
459
+184
148
$13.3K 0.01%
197
149
$12.6K 0.01%
75
150
$12.3K 0.01%
73
4 5
6
7 8