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
176
$6.75K ﹤0.01%
77
177
$6.61K ﹤0.01%
43
178
$6.5K ﹤0.01%
281
179
$6.28K ﹤0.01%
77
180
$5.99K ﹤0.01%
71
181
$5.58K ﹤0.01%
161
-100,380
182
$5.58K ﹤0.01%
193
-17
183
$5.41K ﹤0.01%
7
184
$5.29K ﹤0.01%
+38
185
$4.69K ﹤0.01%
15
186
$4.62K ﹤0.01%
55
-175
187
$4.55K ﹤0.01%
163
+125
188
$4.38K ﹤0.01%
65
189
$3.21K ﹤0.01%
81
190
$3.19K ﹤0.01%
74
191
$3.05K ﹤0.01%
311
+11
192
$2.98K ﹤0.01%
130
193
$2.84K ﹤0.01%
113
194
$2.27K ﹤0.01%
200
-50
195
$2.27K ﹤0.01%
+105
196
$1.92K ﹤0.01%
16
197
$1.81K ﹤0.01%
200
-150
198
$1.47K ﹤0.01%
100
199
$1.44K ﹤0.01%
2
-9
200
$1.41K ﹤0.01%
17
6 7
8
9 10