DC

Destiny Capital Portfolio holdings

AUM $183M
1-Year Est. Return 12.75%
This Quarter Est. Return
1 Year Est. Return
+12.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$837K
3
+$229K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$229K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$210K

Top Sells

1
+$613K
2
+$434K
3
+$306K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$304K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$302K

Sector Composition

1 Technology 1.58%
2 Consumer Staples 0.85%
3 Financials 0.32%
4 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.49%
10,427
-298
27
$692K 0.47%
23,284
28
$676K 0.46%
12,246
-719
29
$663K 0.45%
10,366
-399
30
$590K 0.4%
12,793
-837
31
$458K 0.31%
18,361
32
$439K 0.3%
13,024
33
$400K 0.27%
9,481
-598
34
$377K 0.26%
7,045
+1,489
35
$358K 0.24%
11,001
36
$354K 0.24%
8,615
-376
37
$329K 0.22%
5,237
38
$308K 0.21%
3,589
39
$302K 0.21%
5,000
40
$280K 0.19%
7,445
-8,023
41
$270K 0.18%
10,806
-272
42
$259K 0.18%
5,938
43
$248K 0.17%
11,060
44
$237K 0.16%
2,093
+364
45
$233K 0.16%
3,198
-210
46
$229K 0.16%
+2,356
47
$140K 0.1%
10,983
1
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