DCM

Delta Capital Management Portfolio holdings

AUM $193M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$215K
2 +$54.8K
3 +$32.7K
4
IRM icon
Iron Mountain
IRM
+$30.8K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$25.3K

Sector Composition

1 Technology 17.95%
2 Healthcare 17.76%
3 Financials 12.5%
4 Industrials 11.93%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$91K 0.07%
13,960
77
-2,325