DK

Darrell & King Portfolio holdings

AUM $633M
1-Year Est. Return 49.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$95.1K
3 +$2.26K

Top Sells

1 +$34.1M
2 +$903K
3 +$880K
4
VIAB
Viacom Inc. Class B
VIAB
+$795K
5
T icon
AT&T
T
+$762K

Sector Composition

1 Communication Services 29.19%
2 Industrials 23.03%
3 Technology 12.24%
4 Financials 6.63%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,399
52
-2,400