DFG
Demars Financial Group Portfolio holdings
AUM
$260M
This Quarter Return
+5.31%
1 Year Return
+11.58%
3 Year Return
+34.59%
5 Year Return
+66.02%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+7.8%)
Cap. Flow
+$5.16M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
53.48%
Holding
77
New
13
Increased
19
Reduced
33
Closed
8
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$5.81M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$4.78M |
| 3 |
TEGNA Inc
TGNA
|
$4.58M |
| 4 |
Fidelity MSCI Energy Index ETF
FENY
|
$3.56M |
| 5 |
SAVE
Spirit Airlines, Inc.
SAVE
|
$2.93M |
Top Sells
Sector Composition
| 1 | Real Estate | 10.28% |
| 2 | Energy | 10.1% |
| 3 | Healthcare | 8.77% |
| 4 | Industrials | 6.11% |
| 5 | Communication Services | 4.64% |