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
151
$12.1K 0.01%
107
+36
152
$11.6K 0.01%
124
153
$11.5K 0.01%
122
-35,400
154
$11.3K 0.01%
46
155
$10.9K 0.01%
205
156
$10.8K 0.01%
94
-103
157
$10.6K 0.01%
35
-50
158
$10K 0.01%
197
159
$9.71K 0.01%
+30
160
$9.34K 0.01%
687
-664
161
$9.24K 0.01%
39
-111
162
$9.1K 0.01%
+391
163
$8.64K ﹤0.01%
+354
164
$8.43K ﹤0.01%
488
165
$8.35K ﹤0.01%
+205
166
$8.18K ﹤0.01%
+163
167
$7.99K ﹤0.01%
23
+19
168
$7.74K ﹤0.01%
79
169
$7.51K ﹤0.01%
269
170
$7.09K ﹤0.01%
+137
171
$7.08K ﹤0.01%
300
172
$6.99K ﹤0.01%
+280
173
$6.95K ﹤0.01%
246
-52
174
$6.84K ﹤0.01%
81
175
$6.83K ﹤0.01%
259
5 6
7
8 9