We are live on ! Find out more
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
$56.8M
AUM Growth
-$671K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$525K
3
+$505K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$271K
5
ATRA icon
Atara Biotherapeutics
ATRA
+$144K

Top Sells

1
+$5.65M
2
+$137K
3
+$45.7K
4
MSFT icon
Microsoft
MSFT
+$27.8K
5
AAPL icon
Apple
AAPL
+$23.7K

Sector Composition

1 Healthcare 2.19%
2 Industrials 2.07%
3 Energy 1.8%
4 Consumer Staples 1.64%
5 Technology 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$0 ﹤0.01%
1
-12
377
$0 ﹤0.01%
2
-9
378
$0 ﹤0.01%
8
379
$0 ﹤0.01%
5
380
$0 ﹤0.01%
8
-28
381
$0 ﹤0.01%
7
-28
382
– –
-43
383
$0 ﹤0.01%
+4
384
$0 ﹤0.01%
+2
385
– –
-105
386
– –
-1
387
– –
-61
388
– –
-88
389
$0 ﹤0.01%
2
-13
390
– –
-15
391
$0 ﹤0.01%
9
392
$0 ﹤0.01%
1
-29
393
– –
-41
394
$0 ﹤0.01%
1
395
$0 ﹤0.01%
3
-2
396
– –
-19
397
– –
-48
398
$0 ﹤0.01%
39
399
$0 ﹤0.01%
4
400
– –
-22
14 15
16
17 18