DPA

Delphi Private Advisors Portfolio holdings

AUM $19.6M
1-Year Est. Return 1.25%
This Quarter Est. Return
1 Year Est. Return
-1.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.3M
AUM Growth
-$685K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$8.08K
2 +$6.38K
3 +$1.95K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$272
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$82

Sector Composition

1 Industrials 4.12%
2 Technology 1.24%
3 Healthcare 0.85%
4 Energy 0.79%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-350
77
-230
78
-331
79
-185
80
-325
81
-3,532