DCM

DeGreen Capital Management Portfolio holdings

AUM $301M
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.6M 21.06%
+201,634
2
$13.6M 12.66%
+77,931
3
$13.5M 12.63%
+315,840
4
$12.6M 11.73%
+251,000
5
$12.1M 11.31%
+450,512
6
$11.1M 10.39%
+142,457
7
$8.19M 7.64%
+113,689
8
$6.81M 6.36%
+265,604
9
$6.66M 6.21%
+318,159