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
$209M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.8M 15.71%
105,941
+3,417
2
$21.2M 10.16%
74,880
+149
3
$14.3M 6.84%
368,182
-151,249
4
$13.5M 6.47%
+54,580
5
$12.7M 6.07%
233,075
+2,813
6
$12.5M 6.01%
343,461
+75,595
7
$12.2M 5.84%
387,169
+6,630
8
$11.6M 5.57%
388,773
-130,585
9
$8.66M 4.15%
243,545
+11,405
10
$8.56M 4.1%
169,179
-90,896
11
$7.47M 3.58%
296,659
+140,074
12
$7.43M 3.56%
446,322
+151,729
13
$6.81M 3.26%
223,329
-81,601
14
$6.36M 3.05%
206,903
+9,251
15
$5.29M 2.53%
110,180
-51,788
16
$5.22M 2.5%
102,153
-46,733
17
$4.96M 2.37%
72,599
+6,671
18
$4.89M 2.34%
108,963
+58,590
19
$4.64M 2.22%
375,444
-4,812
20
$3.62M 1.73%
144,690
-78,499
21
$1.98M 0.95%
113,127
-7,329
22
$1.55M 0.74%
94,880
-8,076
23
$531K 0.25%
11,151
-2,711