DPA

Delphi Private Advisors Portfolio holdings

AUM $19.6M
1-Year Est. Return 1.25%
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
+$1.55M
2
+$517K
3
+$425K
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$277K
5
ATRA icon
Atara Biotherapeutics
ATRA
+$121K

Top Sells

1
+$5.98M
2
+$133K
3
+$52K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$46.7K
5
MSFT icon
Microsoft
MSFT
+$28.8K

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
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