DCM
Disciplina Capital Management Portfolio holdings
AUM
$791M
1-Year Return
8.11%
This Quarter Return
-11.23%
1 Year Return
+8.11%
3 Year Return
+20.51%
5 Year Return
+28.6%
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.84%
Holding
15
New
15
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$25.7M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$24.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$23.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$21.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$19M |
Top Sells
No sells this quarter
