DIM

Delta Investment Management Portfolio holdings

AUM $520M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.87M
3
+$3.56M
4
AMD icon
Advanced Micro Devices
AMD
+$3.15M
5
MTCH icon
Match Group
MTCH
+$3.05M

Top Sells

1
+$3.58M
2
+$2.87M
3
+$2.75M
4
GNRC icon
Generac Holdings
GNRC
+$2.67M
5
IT icon
Gartner
IT
+$2.64M

Sector Composition

1 Communication Services 12.16%
2 Technology 11.85%
3 Energy 9.17%
4 Financials 7.61%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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