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
$361M
AUM Growth
-$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Sells

1 +$29.5M
2 +$16.2M
3 +$10.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.57M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.88M

Sector Composition

1 Technology 8.76%
2 Communication Services 6.92%
3 Energy 6.37%
4 Financials 5.45%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-28,124
202
-11,320
203
-6,667
204
-2
205
-8,862