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
$1.86B
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$2.82M
3
+$2.47M
4
ITUB icon
Itaú Unibanco
ITUB
+$2.35M
5
D icon
Dominion Energy
D
+$2.35M

Top Sells

1
+$7.38M
2
+$7.34M
3
+$7.17M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.23M
5
ABBV icon
AbbVie
ABBV
+$4.38M

Sector Composition

1 Financials 14.13%
2 Healthcare 13.29%
3 Technology 13.19%
4 Industrials 8.82%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$130K 0.01%
+11,373
1002
$128K 0.01%
1,272
-20,743
1003
$126K 0.01%
+6,059
1004
$125K 0.01%
15,154
1005
$124K 0.01%
19,929
1006
$123K 0.01%
+13,977
1007
$122K 0.01%
+12,820
1008
$122K 0.01%
14,738
1009
$115K 0.01%
15,273
1010
$114K 0.01%
11,067
1011
$104K 0.01%
15,968
1012
$94K 0.01%
10,578
1013
$92K 0.01%
10,145
1014
$89K ﹤0.01%
11,323
1015
$82K ﹤0.01%
22,810
1016
$75K ﹤0.01%
14,773
1017
$73K ﹤0.01%
+16,284
1018
$61K ﹤0.01%
1,604
1019
$54K ﹤0.01%
10,577
1020
$52K ﹤0.01%
18,260
1021
– –
-6,635
1022
– –
-11,664
1023
– –
-11,133
1024
– –
-11,412
1025
– –
-65,801
39 40
41
42 43