DC
Destiny Capital Portfolio holdings
AUM
$166M
1-Year Return
11.55%
This Quarter Return
+9.84%
1 Year Return
+11.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.31%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$21.2M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$13.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$12.6M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$10.4M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$10M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.4% |
| 2 | Consumer Staples | 0.77% |
| 3 | Financials | 0.66% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Energy | 0.24% |
