DFG

Demars Financial Group Portfolio holdings

AUM $260M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$5.8M
2 +$5M
3 +$4.15M
4
WPC icon
W.P. Carey
WPC
+$4.12M
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$3.91M

Sector Composition

1 Technology 5.72%
2 Financials 4.44%
3 Healthcare 4.03%
4 Energy 3.56%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-271,046
77
-5,566
78
-22,301
79
-5,468
80
-77,814