DCM
DeGreen Capital Management Portfolio holdings
AUM
$301M
This Quarter Return
-0.42%
1 Year Return
+17.24%
3 Year Return
+28.49%
5 Year Return
+44.15%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-3.5%)
Cap. Flow
-$286M
Cap. Flow
% of AUM
-149.25%
Top 10 Holdings %
Top 10 Hldgs %
81.92%
Holding
20
New
–
Increased
5
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$4.21M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.87M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$224K |
| 5 |
Xtrackers Short Duration High Yield Bond ETF
SHYL
|
$38.7K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$288M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.12M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.18M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$1.32M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$1.23M |
