DCS
Destiny Capital Securities Portfolio holdings
AUM
$123M
1 Year Est. Return
–
AUM
$123M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$19.5M | |
| 2 | +$12M | |
| 3 | +$10.8M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$10.2M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$10.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Consumer Staples | 0.82% |
| 3 | Financials | 0.49% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Industrials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SouthState Bank Corp
SSB
$8.93B
| $202K | 0.16% |
+3,000
|
|
||
52
VanEck Merk Gold Trust
OUNZ
$2.2B
| $198K | 0.16% |
+11,060
|
|
||
|
DOC
53
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $171K | 0.14% |
+14,000
|
|
||
54
Huntington Bancshares
HBAN
$24.1B
| $163K | 0.13% |
+15,663
|
|
||
|
PACW
55
DELISTED
PacWest Bancorp
PACW
| $132K | 0.11% |
+16,720
|
|