DFG

Demars Financial Group Portfolio holdings

AUM $289M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.5B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$70.8M
2 +$12.2M
3 +$12.2M
4
BAX icon
Baxter International
BAX
+$11.9M
5
NVDA icon
NVIDIA
NVDA
+$7.56M

Sector Composition

1 Technology 2.85%
2 Real Estate 2.33%
3 Financials 2.25%
4 Energy 2.22%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-345,422