DP
Delta Partners Portfolio holdings
AUM
$48.1M
This Quarter Return
+12.99%
1 Year Return
+39.94%
3 Year Return
+34.16%
5 Year Return
–
10 Year Return
–
AUM
$92.1M
AUM Growth
–
Cap. Flow
+$92.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.38%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PDCE
PDC Energy, Inc.
PDCE
|
$8.07M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$7.91M |
| 3 |
Delta Air Lines
DAL
|
$7.83M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$7.51M |
| 5 |
American International
AIG
|
$7.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 23.04% |
| 2 | Healthcare | 15.33% |
| 3 | Technology | 14.58% |
| 4 | Energy | 13.69% |
| 5 | Industrials | 12.42% |
