DPA
Delphi Private Advisors Portfolio holdings
AUM
$19.6M
1-Year Return
1.25%
This Quarter Return
+2.1%
1 Year Return
-1.25%
3 Year Return
+32.49%
5 Year Return
–
10 Year Return
–
AUM
$54.5M
AUM Growth
-$1.42M
(-2.5%)
Cap. Flow
-$2.56M
Cap. Flow
% of AUM
-4.7%
Top 10 Holdings %
Top 10 Hldgs %
87.96%
Holding
588
New
174
Increased
127
Reduced
99
Closed
20
Top Buys
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$447K |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$127K |
| 3 |
American International
AIG
|
$22.6K |
| 4 |
Commerce Bancshares
CBSH
|
$11.8K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$9.83K |
Top Sells
Sector Composition
| 1 | Industrials | 2.35% |
| 2 | Consumer Staples | 2.07% |
| 3 | Energy | 1.99% |
| 4 | Healthcare | 1.71% |
| 5 | Technology | 1.68% |