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
$1.14M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$10.8K
3
+$3.97K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.63K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.48K

Top Sells

1
+$352
2
+$280
3
+$135

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$945K 82.88%
+11,806
2
$19.6K 1.72%
474,322
-8,521
3
$19.5K 1.71%
87,896
-609
4
$19.4K 1.7%
381,755
+77,944
5
$18.4K 1.61%
349,504
+66,008
6
$15.3K 1.34%
537,700
+14,987
7
$14.5K 1.27%
417,265
+13,290
8
$10.8K 0.95%
+165,579
9
$10.1K 0.88%
246,473
+5,325
10
$9.64K 0.85%
368,373
+18,154
11
$9.37K 0.82%
133,575
+5,364
12
$8.83K 0.77%
325,745
+75,249
13
$7.4K 0.65%
264,599
+6,148
14
$7.31K 0.64%
315,789
+9,042
15
$6.37K 0.56%
58,173
+3,353
16
$5.63K 0.49%
154,784
+3,913
17
$3.67K 0.32%
60,345
-4,591
18
$3.63K 0.32%
+14,893
19
$3.37K 0.3%
56,314
+54,285
20
$985 0.09%
+12,033
21
$701 0.06%
14,022
+319
22
$610 0.05%
12,183