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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
351
$1K ﹤0.01%
+8
352
$1K ﹤0.01%
+21
353
$1K ﹤0.01%
7
-2
354
$1K ﹤0.01%
+16
355
$1K ﹤0.01%
2
356
$1K ﹤0.01%
+37
357
$1K ﹤0.01%
36
-35
358
$1K ﹤0.01%
+36
359
$1K ﹤0.01%
26
360
$1K ﹤0.01%
+24
361
$1K ﹤0.01%
+79
362
$1K ﹤0.01%
+17
363
$1K ﹤0.01%
+25
364
$1K ﹤0.01%
16
365
$1K ﹤0.01%
11
366
$1K ﹤0.01%
+9
367
$1K ﹤0.01%
+30
368
$1K ﹤0.01%
9
369
$1K ﹤0.01%
+69
370
$1K ﹤0.01%
+16
371
$1K ﹤0.01%
19
-59
372
$1K ﹤0.01%
+36
373
$1K ﹤0.01%
+19
374
$1K ﹤0.01%
+15
375
$1K ﹤0.01%
+36
13 14
15
16 17