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
$194M
AUM Growth
+$10.9M
(+5.9%)
Holding
56
Top Buys
| 1 | +$2.91M | |
| 2 | +$1.92M | |
| 3 | +$905K | |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$734K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$713K |
Top Sells
| 1 | +$443K | |
| 2 | +$264K | |
| 3 | +$204K | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$199K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$174K |
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Consumer Staples | 0.54% |
| 3 | Communication Services | 0.21% |
| 4 | Financials | 0.21% |
| 5 | Consumer Discretionary | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$4.83T
| $211K | 0.11% |
+671
|
|
||
52
Fidelity High Dividend ETF
FDVV
$9.26B
| $206K | 0.11% |
3,631
+2
|
|
||
53
Invesco 0-5 Yr US TIPS ETF
PBTP
$66.1M
| $204K | 0.11% |
7,888
|
|
||
54
Meta Platforms (Facebook)
META
$1.57T
| $203K | 0.1% |
307
+32
|
|
||
55
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
| – | – |
-10,320
|
|
||
56
Microsoft
MSFT
$3.01T
| – | – |
-393
|
|