DA

Denali Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 28.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$954M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.39M
3
+$6.26M
4
CATY icon
Cathay General Bancorp
CATY
+$5.35M
5
TSLA icon
Tesla
TSLA
+$5.15M

Top Sells

1
+$7.81M
2
+$6.68M
3
+$6.43M
4
GD icon
General Dynamics
GD
+$6.15M
5
CNO icon
CNO Financial Group
CNO
+$5.81M

Sector Composition

1 Financials 27.78%
2 Technology 20.95%
3 Consumer Discretionary 12.44%
4 Communication Services 7.89%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
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