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
$96.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$2.56M
3 +$1.54M
4
ARW icon
Arrow Electronics
ARW
+$1.49M
5
SNA icon
Snap-on
SNA
+$1.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.91%
2 Financials 21.28%
3 Consumer Discretionary 10.41%
4 Materials 7.48%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$382K 0.4%
+28,306
77
$327K 0.34%
+9,891
78
$294K 0.31%
+9,461
79
$284K 0.3%
+13,387
80
$80K 0.08%
+8,990