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DC
Destiny Capital Portfolio holdings
AUM
$188M
1-Year Est. Return
14.43%
This Fund
S&P 500
1 Year Est. Return
+14.43%
AUM
$188M
AUM Growth
-$6.65M
(-3.4%)
Holding
56
Top Buys
| 1 | +$1.74M | |
| 2 | +$653K | |
| 3 | +$611K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$451K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$400K |
Top Sells
| 1 | +$556K | |
| 2 | +$536K | |
| 3 | +$496K | |
| 4 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$367K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$336K |
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Consumer Staples | 0.64% |
| 3 | Financials | 0.18% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
| $212K | 0.11% |
4,265
-771
|
|
||
52
Invesco 0-5 Yr US TIPS ETF
PBTP
$69.6M
| $206K | 0.11% |
7,888
|
|
||
53
Fidelity High Dividend ETF
FDVV
$9.76B
| $201K | 0.11% |
3,631
|
|
||
54
Alphabet (Google) Class C
GOOG
$4.35T
| – | – |
-671
|
|
||
55
Meta Platforms (Facebook)
META
$1.43T
| – | – |
-307
|
|
||
56
Invesco S&P SmallCap Low Volatility ETF
XSLV
$241M
| – | – |
-5,350
|
|