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
$54.9M
AUM Growth
-$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.79%
2 Consumer Staples 1.53%
3 Energy 1.48%
4 Healthcare 0.87%
5 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2
102
-2
103
-3
104
-10
105
-10
106
-198
107
-52
108
-43
109
-41
110
-22
111
-151
112
-117
113
-2
114
-64
115
-234
116
-174
117
-14
118
-9
119
-21
120
-3
121
-53
122
-48
123
-2
124
-1
125
-28