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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
476
$1K ﹤0.01%
+58
477
$1K ﹤0.01%
+28
478
$1K ﹤0.01%
+21
479
$1K ﹤0.01%
28
-9
480
$1K ﹤0.01%
+18
481
– –
-2
482
$1K ﹤0.01%
5
483
$1K ﹤0.01%
20
-7
484
$1K ﹤0.01%
+25
485
$1K ﹤0.01%
25
-3
486
$0 ﹤0.01%
9
487
$0 ﹤0.01%
4
-1
488
$0 ﹤0.01%
3
489
$0 ﹤0.01%
4
-1
490
$0 ﹤0.01%
4
491
$0 ﹤0.01%
2
492
$0 ﹤0.01%
3
493
$0 ﹤0.01%
2
494
– –
-3,210
495
– –
-1
496
$0 ﹤0.01%
3
497
$0 ﹤0.01%
25
498
– –
-2
499
$0 ﹤0.01%
4
-2
500
$0 ﹤0.01%
1
-1
18 19
20
21 22