DFG
Delphi Financial Group Portfolio holdings
AUM
$200M
1-Year Est. Return
10.11%
This Fund
S&P 500
1 Year Est. Return
+10.11%
AUM
$200M
AUM Growth
+$22.5M
(+13%)
Holding
28
Top Buys
| 1 | +$9.72M | |
| 2 | +$6.09M | |
| 3 | +$4.83M | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$4.76M |
| 5 |
UnitedHealth
UNH
|
+$2.79M |
Sector Composition
| 1 | Energy | 16.18% |
| 2 | Technology | 10.17% |
| 3 | Industrials | 6.24% |
| 4 | Real Estate | 6.08% |
| 5 | Consumer Discretionary | 4.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ares Capital
ARCC
$14B
| $506K | 0.25% |
+25,000
|
|