DIA

Davidson Investment Advisors Portfolio holdings

AUM $2.4B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$8.2M
3
+$7.38M
4
ALK icon
Alaska Air
ALK
+$5.97M
5
SFM icon
Sprouts Farmers Market
SFM
+$5.82M

Top Sells

1
+$9.72M
2
+$7.78M
3
+$5.9M
4
CIM
Chimera Investment
CIM
+$5.37M
5
ATI icon
ATI
ATI
+$5.2M

Sector Composition

1 Healthcare 16.17%
2 Technology 13.43%
3 Industrials 13.17%
4 Financials 10.3%
5 Consumer Staples 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
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