DC

Deere & Company Portfolio holdings

AUM $140M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$37.7M
3
+$37.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.1M
5
MSFT icon
Microsoft
MSFT
+$22.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.03%
2 Technology 13.95%
3 Healthcare 12.31%
4 Industrials 10.6%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$227K 0.01%
+17,311
802
$227K 0.01%
+4,152
803
$227K 0.01%
+9,494
804
$227K 0.01%
+18,814
805
$227K 0.01%
+4,543
806
$226K 0.01%
+6,960
807
$226K 0.01%
+6,063
808
$225K 0.01%
+4,586
809
$223K 0.01%
+6,296
810
$223K 0.01%
+2,494
811
$222K 0.01%
+15,205
812
$222K 0.01%
+7,715
813
$221K 0.01%
+2,054
814
$220K 0.01%
+3,363
815
$220K 0.01%
+16,120
816
$220K 0.01%
+14,709
817
$219K 0.01%
+2,018
818
$219K 0.01%
+18,627
819
$219K 0.01%
+3,193
820
$219K 0.01%
+4,839
821
$219K 0.01%
+13,724
822
$216K 0.01%
+30,394
823
$216K 0.01%
+4,676
824
$216K 0.01%
+5,556
825
$215K 0.01%
+30,700
31 32
33
34 35