DRP

Decker Retirement Planning Portfolio holdings

AUM $182M
1-Year Est. Return 59.8%
This Quarter Est. Return
1 Year Est. Return
+59.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$9.48M
3
+$8.84M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$8.13M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.28%
2 Industrials 12.62%
3 Consumer Discretionary 10.66%
4 Communication Services 6.24%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.5K 0.01%
+442
177
$22.9K 0.01%
+302
178
$21.5K 0.01%
+245
179
$21.4K 0.01%
+65
180
$21.2K 0.01%
+761
181
$21.2K 0.01%
+36
182
$20.8K 0.01%
+1,607
183
$20.2K 0.01%
+888
184
$19.7K 0.01%
+700
185
$19.5K 0.01%
+2,000
186
$19.2K 0.01%
+631
187
$19.1K 0.01%
+150
188
$18.8K 0.01%
+116
189
$18.7K 0.01%
+80
190
$18.7K 0.01%
+556
191
$18.7K 0.01%
+145
192
$18.5K 0.01%
+203
193
$18.5K 0.01%
+122
194
$18.3K 0.01%
+534
195
$18.1K 0.01%
+277
196
$17.9K 0.01%
+171
197
$17.9K 0.01%
+900
198
$17.8K 0.01%
+49
199
$17.5K 0.01%
+218
200
$17.4K 0.01%
+513
6 7
8
9 10