DIM

Delta Investment Management Portfolio holdings

AUM $576M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.22M
3
+$3.15M
4
CAR icon
Avis
CAR
+$3.01M
5
CLF icon
Cleveland-Cliffs
CLF
+$2.64M

Top Sells

1
+$5.32M
2
+$4.38M
3
+$4.12M
4
CHWY icon
Chewy
CHWY
+$3.98M
5
FVRR icon
Fiverr
FVRR
+$3.82M

Sector Composition

1 Communication Services 12.07%
2 Consumer Discretionary 10.36%
3 Energy 9.59%
4 Financials 8.49%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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