DA

Denali Advisors Portfolio holdings

AUM $885M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.4M
3
+$9.5M
4
T icon
AT&T
T
+$5.17M
5
SYF icon
Synchrony
SYF
+$5.13M

Top Sells

1
+$8.87M
2
+$8.22M
3
+$7.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.74M
5
MTB icon
M&T Bank
MTB
+$5.68M

Sector Composition

1 Financials 27.68%
2 Technology 11.13%
3 Communication Services 10.51%
4 Industrials 10.03%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
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