DIA

Dean Investment Associates Portfolio holdings

AUM $700M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$4.41M
3
+$4.29M
4
MYRG icon
MYR Group
MYRG
+$4M
5
FCFS icon
FirstCash
FCFS
+$3.85M

Top Sells

1
+$6.14M
2
+$5.85M
3
+$4.76M
4
GPMT
Granite Point Mortgage Trust
GPMT
+$4.67M
5
AVA icon
Avista
AVA
+$4.45M

Sector Composition

1 Financials 18.63%
2 Industrials 16.38%
3 Consumer Discretionary 9.01%
4 Consumer Staples 8.97%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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