DAM
Delta Asset Management Portfolio holdings
AUM
$1.18B
1-Year Est. Return
12.65%
This Fund
S&P 500
1 Year Est. Return
+12.65%
AUM
$1.05B
AUM Growth
-$64.3M
(-5.7%)
Holding
630
Top Buys
| 1 | +$522K | |
| 2 | +$434K | |
| 3 | +$208K | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$167K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$157K |
Top Sells
| 1 | +$3.35M | |
| 2 | +$1.53M | |
| 3 | +$1.21M | |
| 4 |
Walmart Inc
WMT
|
+$1.18M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.15M |
Sector Composition
| 1 | Industrials | 20.62% |
| 2 | Technology | 19.74% |
| 3 | Financials | 19.34% |
| 4 | Consumer Staples | 11.86% |
| 5 | Consumer Discretionary | 8.66% |