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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
426
$1K ﹤0.01%
3
427
$1K ﹤0.01%
+38
428
$1K ﹤0.01%
12
-52
429
$1K ﹤0.01%
+18
430
$1K ﹤0.01%
+20
431
$1K ﹤0.01%
+34
432
$1K ﹤0.01%
90
433
$1K ﹤0.01%
45
434
$1K ﹤0.01%
19
435
$1K ﹤0.01%
+25
436
$1K ﹤0.01%
+39
437
$1K ﹤0.01%
+49
438
$1K ﹤0.01%
+32
439
$1K ﹤0.01%
+62
440
$1K ﹤0.01%
+37
441
$1K ﹤0.01%
61
-360
442
$1K ﹤0.01%
10
443
$1K ﹤0.01%
+63
444
$1K ﹤0.01%
+19
445
$1K ﹤0.01%
16
446
$1K ﹤0.01%
42
-224
447
$1K ﹤0.01%
+25
448
$1K ﹤0.01%
+16
449
$1K ﹤0.01%
21
+20
450
$1K ﹤0.01%
+12
16 17
18
19 20