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
201
$1.39K ﹤0.01%
3
202
$1.33K ﹤0.01%
12
-67
203
$1.12K ﹤0.01%
10
204
$1.03K ﹤0.01%
22
205
$1.01K ﹤0.01%
15
-80
206
$980 ﹤0.01%
5
-25
207
$941 ﹤0.01%
22
208
$897 ﹤0.01%
17
-90
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$802 ﹤0.01%
10
210
$677 ﹤0.01%
8
-44
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$676 ﹤0.01%
7
-42
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$611 ﹤0.01%
+7
213
$587 ﹤0.01%
+9
214
$526 ﹤0.01%
7
-3
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$279 ﹤0.01%
+6
216
$238 ﹤0.01%
+2
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$65 ﹤0.01%
+1
218
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0
219
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-9
7 8
9
10 11