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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
401
$1K ﹤0.01%
+79
402
$1K ﹤0.01%
+9
403
$1K ﹤0.01%
+33
404
$1K ﹤0.01%
20
405
$1K ﹤0.01%
+35
406
$1K ﹤0.01%
66
407
$1K ﹤0.01%
+25
408
$1K ﹤0.01%
35
-94
409
$1K ﹤0.01%
+31
410
$1K ﹤0.01%
+81
411
$1K ﹤0.01%
+86
412
$1K ﹤0.01%
+13
413
$1K ﹤0.01%
+51
414
$1K ﹤0.01%
+29
415
$1K ﹤0.01%
+23
416
$1K ﹤0.01%
+27
417
$1K ﹤0.01%
+47
418
$1K ﹤0.01%
+150
419
$1K ﹤0.01%
38
+34
420
$1K ﹤0.01%
+27
421
$1K ﹤0.01%
12
422
$1K ﹤0.01%
+15
423
$1K ﹤0.01%
+23
424
$1K ﹤0.01%
+16
425
$1K ﹤0.01%
3
15 16
17
18 19