DF
Downshift Financial Portfolio holdings
AUM
$193M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$193M
AUM Growth
+$31M
(+19%)
Holding
82
Top Buys
| 1 | +$10.4M | |
| 2 | +$7.91M | |
| 3 | +$4.74M | |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$3.35M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.31M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$926K | |
| 3 | +$750K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$713K |
| 5 |
American Express
AXP
|
+$703K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Communication Services | 0.66% |
| 4 | Financials | 0.3% |
| 5 | Industrials | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI Emerging Markets ETF
EEM
$29.2B
| $205K | 0.11% |
+3,278
|
|
||
|
FISV
77
Fiserv Inc
FISV
$29.8B
| $204K | 0.11% |
+3,309
|
|
||
78
Broadcom
AVGO
$1.96T
| – | – |
-752
|
|
||
|
79
American Express
AXP
$211B
| – | – |
-1,979
|
|
||
80
DTE Energy
DTE
$29.9B
| – | – |
-1,622
|
|
||
81
IBM
IBM
$238B
| – | – |
-884
|
|
||
82
Eli Lilly
LLY
$929B
| – | – |
-411
|
|