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Destiny Capital Portfolio holdings

AUM $188M
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.32M
3
+$1.25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$996K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$841K

Top Sells

1
+$412K
2
+$277K
3
+$244K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$235K
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$162K

Sector Composition

1 Technology 1.92%
2 Consumer Staples 0.58%
3 Financials 0.23%
4 Consumer Discretionary 0.2%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 21.01%
368,769
+12,522
2
$25.7M 14.02%
38,422
+2,445
3
$19.8M 10.78%
357,542
+24,508
4
$18.9M 10.33%
31,558
+1,740
5
$12.9M 7.05%
279,660
+18,308
6
$9.71M 5.29%
148,793
+3,870
7
$7.71M 4.2%
76,912
+2,765
8
$7.68M 4.19%
297,073
-16,079
9
$6.87M 3.74%
48,726
-2,090
10
$3.29M 1.79%
71,072
-3,110
11
$2.86M 1.56%
50,031
-196
12
$2.53M 1.38%
53,344
-3,222
13
$1.94M 1.06%
26,903
14
$1.65M 0.9%
18,032
-1
15
$1.35M 0.74%
9,673
-518
16
$1.35M 0.74%
11,399
+1,382
17
$1.34M 0.73%
45,864
-690
18
$1.17M 0.64%
19,955
+4,197
19
$1.15M 0.63%
6,183
+43
20
$1.13M 0.62%
8,350
-2
21
$1.12M 0.61%
3,162
-4
22
$1.12M 0.61%
11,190
-169
23
$1.06M 0.58%
1,141
-18
24
$937K 0.51%
12,255
+419
25
$909K 0.5%
11,599
-426
1
2 3