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
$16.1M
AUM Growth
+$956K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$41K
3
+$1.31K
4
MSFT icon
Microsoft
MSFT
+$1.29K
5
MA icon
Mastercard
MA
+$494

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.91%
2 Technology 20.26%
3 Consumer Staples 19.84%
4 Communication Services 15.56%
5 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
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