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
$203M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.16M
3 +$820K
4
FSLR icon
First Solar
FSLR
+$698K
5
PEP icon
PepsiCo
PEP
+$694K

Top Sells

1 +$1.68M
2 +$1.27M
3 +$709K
4
DG icon
Dollar General
DG
+$571K
5
BMY icon
Bristol-Myers Squibb
BMY
+$537K

Sector Composition

1 Technology 6.03%
2 Financials 4.41%
3 Energy 4.13%
4 Healthcare 3.96%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,347
77
-33,845
78
-3,504
79
-4,200
80
-1,726