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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
$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
526
$0 ﹤0.01%
4
527
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528
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529
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530
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531
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$0 ﹤0.01%
30
533
$0 ﹤0.01%
4
534
$0 ﹤0.01%
7
535
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-39
536
– –
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537
$0 ﹤0.01%
3
538
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-920
539
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541
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542
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543
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544
– –
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