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
$128M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$886K
2
+$813K
3
+$649K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$610K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$494K

Top Sells

1
+$1.66M
2
+$755K
3
+$238K
4
AAPL icon
Apple
AAPL
+$231K
5
SSB icon
SouthState Bank Corp
SSB
+$214K

Sector Composition

1 Technology 1.34%
2 Consumer Staples 0.76%
3 Consumer Discretionary 0.3%
4 Industrials 0.22%
5 Real Estate 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$136K 0.11%
+16,720
52
$31K 0.02%
3,831
53
– –
-1,402
54
– –
-3,000
1 2
3