DCS
Destiny Capital Securities Portfolio holdings
AUM $123M
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
68.3%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $19.5M | |
| 2 | $12M | |
| 3 | $10.8M | |
| 4 | $10.2M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $202K | 0.16% | 3,000 | New | +$202K | |||
| $198K | 0.16% | 11,060 | New | +$198K | |||
| $171K | 0.14% | 14,000 | New | +$171K | |||
| $163K | 0.13% | 15,663 | New | +$163K | |||
| $132K | 0.11% | 16,720 | New | +$132K |
