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
$814M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$10.3M
3 +$6.76M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.97M
5
VSDA icon
VictoryShares Dividend Accelerator ETF
VSDA
+$4.75M

Top Sells

1 +$23.4M
2 +$20.2M
3 +$14.9M
4
CIEN icon
Ciena
CIEN
+$12.4M
5
AVGO icon
Broadcom
AVGO
+$11.6M

Sector Composition

1 Technology 27.17%
2 Financials 13.59%
3 Healthcare 9.92%
4 Industrials 9.84%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,978
102
-10,520
103
-289,881
104
-208,007
105
-6,217
106
-7,904
107
-108,947