DIM

Delta Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$50.7M
2 +$5.72M
3 +$3.32M
4
CI icon
Cigna
CI
+$3.31M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$2.37M

Sector Composition

1 Technology 11.08%
2 Financials 5.63%
3 Energy 5.16%
4 Communication Services 4.93%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$76.4K 0.01%
4,600
252
$72K 0.01%
+20,000
253
$41.8K 0.01%
10,911
254
$24.2K ﹤0.01%
1,752
255
-8,243
256
-18,081
257
-6,327
258
-11,367
259
-54,869
260
-3,040
261
-10,848
262
-9,955
263
-2,928
264
-291,389
265
-2,424
266
-465
267
-4,000
268
-14,769
269
-1,431
270
-2,138
271
-2,531
272
-23,243
273
-116,420