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
$143M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$205K

Top Sells

1 +$726K
2 +$308K
3 +$115K
4
AAPL icon
Apple
AAPL
+$52K
5
UNH icon
UnitedHealth
UNH
+$29K

Sector Composition

1 Technology 22.18%
2 Healthcare 15.37%
3 Financials 13.19%
4 Industrials 12.55%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$151K 0.11%
10,500
-290