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
$18M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.8K

Top Sells

1
+$2.06M
2
+$968K
3
+$436K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$399K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$339K

Sector Composition

1 Industrials 5.39%
2 Technology 1.13%
3 Energy 0.89%
4 Communication Services 0.29%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
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