DM

Delphi Management Portfolio holdings

AUM $108M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$2.02M
3 +$1.46M
4
SCHW icon
Charles Schwab
SCHW
+$1.43M
5
DOX icon
Amdocs
DOX
+$1.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.02%
2 Financials 25.47%
3 Consumer Discretionary 8.85%
4 Energy 7.65%
5 Healthcare 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$235K 0.28%
+8,883