CD
Capital Developers Portfolio holdings
AUM
$111M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$111M
AUM Growth
-$538K
(-0.48%)
Holding
52
Top Buys
| 1 | +$247K | |
| 2 | +$230K | |
| 3 | +$197K | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$154K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$136K |
Top Sells
| 1 | +$205K | |
| 2 | +$103K | |
| 3 | +$90.2K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$84.6K |
| 5 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$84.1K |
Sector Composition
| 1 | Consumer Staples | 1.63% |
| 2 | Technology | 1.41% |
| 3 | Financials | 0.89% |
| 4 | Consumer Discretionary | 0.85% |
| 5 | Energy | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core Universal USD Bond ETF
IUSB
$36.9B
| $210K | 0.19% |
4,538
|
|
||
52
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.45B
| $210K | 0.19% |
8,180
|
|