DM
Delphi Management Portfolio holdings
AUM
$103M
This Quarter Return
+14.26%
1 Year Return
+18.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.7M
AUM Growth
–
Cap. Flow
+$82.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.02%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.43M |
| 2 |
Apple
AAPL
|
$2.02M |
| 3 |
D.R. Horton
DHI
|
$1.46M |
| 4 |
Charles Schwab
SCHW
|
$1.43M |
| 5 |
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% |