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Drake & Associates, LLC

CIK Number: 0001935795

351.35M
Market Value
87
# of Holdings
6 months
Avg. Holding Period
32.38%
Win Rate
33.55%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 FBND Fidelity Total ...
45.62
+0.29% 716K +29.84% 32.36M 45.27 9.21%
2 RECS Columbia Resear...
32.53
+0.02% 788.6K +100.00% 27.98M 34.62 7.96%
3 IUSV iShares Core S&...
88.48
+0.37% 263.05K +6.08% 24.82M 70.72 7.06%
4 JAAA Janus Henderson...
50.49
-0.01% 474.83K +15.21% 24.17M 49.82 6.88%
5 FIXD First Trust TCW...
43.66
+0.32% 556.89K +12.91% 24.07M 45.17 6.85%

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Up to 30 years financial history
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