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DPA

Delphi Private Advisors Portfolio holdings

AUM $19.6M
1-Year Est. Return 1.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.5M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$125K
3
+$23.5K
4
CBSH icon
Commerce Bancshares
CBSH
+$11.7K
5
CYH icon
Community Health Systems
CYH
+$10.3K

Top Sells

1
+$2.02M
2
+$462K
3
+$419K
4
SO icon
Southern Company
SO
+$128K
5
CWT icon
California Water Service
CWT
+$86K

Sector Composition

1 Industrials 2.35%
2 Consumer Staples 2.07%
3 Energy 1.99%
4 Healthcare 1.71%
5 Technology 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K 0.01%
31
227
$3K 0.01%
120
228
$3K 0.01%
28
229
$3K 0.01%
62
230
$3K 0.01%
+36
231
$3K 0.01%
+42
232
$3K 0.01%
+70
233
$3K 0.01%
70
234
$3K 0.01%
6
+1
235
$3K 0.01%
+27
236
$3K 0.01%
+178
237
$3K 0.01%
12
+7
238
$3K 0.01%
79
+28
239
$3K 0.01%
80
240
$3K 0.01%
+98
241
$3K 0.01%
+77
242
$3K 0.01%
+22
243
$2K ﹤0.01%
20
244
$2K ﹤0.01%
+24
245
$2K ﹤0.01%
63
246
$2K ﹤0.01%
+293
247
$2K ﹤0.01%
160
+90
248
$2K ﹤0.01%
11
249
$2K ﹤0.01%
6
250
$2K ﹤0.01%
4
8 9
10
11 12