DC
Deere & Company Portfolio holdings
AUM
$140M
This Quarter Return
+2.25%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$72.4M
AUM Growth
+$72.4M
(+0.86%)
Cap. Flow
-$1M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$662B
| $44.4M | 61.37% | 182,444 -4,110 | -2% | -$1M |
|
2
iShares Core US Aggregate Bond ETF
AGG
$131B
| $14.7M | 20.37% | 134,586 | – | – |
|
3
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $6.8M | 9.4% | 35,418 | – | – |
|
4
iShares Russell 2000 ETF
IWM
$67B
| $6.41M | 8.86% | 45,512 | – | – |
|