DC
Deere & Company Portfolio holdings
AUM
$140M
This Quarter Return
+9.95%
1 Year Return
+16.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+11%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
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
| $102M | 68.99% |
213,891
+4,347
| +2% | +$2.08M |
|
2
iShares Core US Aggregate Bond ETF
AGG
$131B
| $34.2M | 23.12% |
344,959
| – | – |
|
3
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.47B
| $11.7M | 7.9% |
221,925
| – | – |
|