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
$40.7M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$484K
2 +$351K
3 +$311K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$247K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$225K

Sector Composition

1 Industrials 3.02%
2 Technology 2.35%
3 Healthcare 2.16%
4 Consumer Staples 1.8%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-39