DC
Deere & Company Portfolio holdings
AUM
$140M
This Quarter Return
+3.15%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$75.2M
AUM Growth
+$75.2M
(+3.9%)
Cap. Flow
+$534K
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
–
Closed
–
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$662B
| $46.7M | 62.11% | 184,554 +2,110 | +1% | +$534K |
|
2
iShares Core US Aggregate Bond ETF
AGG
$131B
| $14.7M | 19.62% | 134,586 | – | – |
|
3
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $6.98M | 9.29% | 35,418 | – | – |
|
4
iShares Russell 2000 ETF
IWM
$67B
| $6.74M | 8.97% | 45,512 | – | – |
|