DCM
DeGreen Capital Management Portfolio holdings
AUM
$301M
This Quarter Return
+0.21%
1 Year Return
+17.24%
3 Year Return
+28.49%
5 Year Return
+44.15%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+7.8%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
85.91%
Holding
25
New
16
Increased
–
Reduced
–
Closed
9
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$17.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$15.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$13.5M |
| 4 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
$11.6M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.1M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$22.6M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$13.6M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$13.5M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$12.6M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$12.1M |
