DFG

Delphi Financial Group Portfolio holdings

AUM $142M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$3.68M
3 +$3.65M
4
AGNC icon
AGNC Investment
AGNC
+$1.57M
5
CCC
CCC Intelligent Solutions
CCC
+$669K

Sector Composition

1 Energy 28.18%
2 Technology 7.76%
3 Real Estate 4.37%
4 Consumer Discretionary 2.79%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-20,500