DI
DDFG Inc Portfolio holdings
AUM
$433M
1-Year Est. Return
11.89%
1 Year Est. Return
+11.89%
AUM
$398M
AUM Growth
+$36.7M
(+10%)
Holding
81
Top Buys
| 1 | +$17M | |
| 2 | +$877K | |
| 3 | +$849K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$735K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$523K |
Top Sells
| 1 | +$10.4M | |
| 2 | +$243K | |
| 3 | +$242K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$211K |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$151K |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Energy | 0.81% |
| 3 | Consumer Staples | 0.8% |
| 4 | Financials | 0.76% |
| 5 | Communication Services | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Public Storage
PSA
$48.1B
| $214K | 0.05% |
728
-8
|
|
||
77
Eli Lilly
LLY
$918B
| $206K | 0.05% |
264
|
|
||
78
Vaalco Energy
EGY
$402M
| $109K | 0.03% |
30,250
|
|
||
79
Sleep Number
SNBR
$90.7M
| $85.7K | 0.02% |
12,688
|
|
||
80
UWM Holdings
UWMC
$1.3B
| $81.1K | 0.02% |
19,591
+422
|
|
||
|
81
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
| – | – |
-3,548
|
|