DAL

Delta Accumulation LLC Portfolio holdings

AUM $17.7M
1-Year Est. Return 0.36%
This Quarter Est. Return
1 Year Est. Return
+0.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2M
AUM Growth
-$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$262K
3
+$1.46K
4
BAC icon
Bank of America
BAC
+$1.39K
5
MSFT icon
Microsoft
MSFT
+$1.29K

Top Sells

1
+$1.19M
2
+$983K
3
+$834K
4
DG icon
Dollar General
DG
+$703K
5
TFC icon
Truist Financial
TFC
+$654K

Sector Composition

1 Financials 33.71%
2 Technology 23.46%
3 Communication Services 13.49%
4 Healthcare 9.05%
5 Consumer Discretionary 7.62%
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