DP

DDD Partners Portfolio holdings

AUM $933M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$10.6M
3 +$10.4M
4
VFC icon
VF Corp
VFC
+$9.83M
5
AAPL icon
Apple
AAPL
+$9.62M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.55%
2 Technology 15.28%
3 Financials 14.84%
4 Healthcare 10.28%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.08%
+1,591
52
$40K 0.02%
+12,800