DCM
DeGreen Capital Management Portfolio holdings
AUM
$301M
This Quarter Return
-7.36%
1 Year Return
+17.24%
3 Year Return
+28.49%
5 Year Return
+44.15%
10 Year Return
–
AUM
$1.83B
AUM Growth
+$1.83B
(+757%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
79.14%
Holding
23
New
8
Increased
4
Reduced
9
Closed
2
Top Buys
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$99.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$95.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$92.6M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$74M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$71.4M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$217M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$117M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$84.5M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$45.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$34.8M |
