DC

Deere & Company Portfolio holdings

AUM $140M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$9.08M
2 +$8.27M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$682B
$104M 74.24%
198,162
-15,729
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$133B
$24.7M 17.61%
252,278
-92,681
IGLB icon
3
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
$11.4M 8.15%
221,925