DRD

Dennis R. Delaney Portfolio holdings

AUM $195M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.1M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$637K
2 +$245K
3 +$239K
4
RTX icon
RTX Corp
RTX
+$27.5K
5
AAPL icon
Apple
AAPL
+$17.4K

Top Sells

1 +$729K
2 +$209K
3 +$144K
4
EMR icon
Emerson Electric
EMR
+$109K
5
IBM icon
IBM
IBM
+$75.8K

Sector Composition

1 Healthcare 26.32%
2 Technology 18.88%
3 Industrials 18.23%
4 Consumer Staples 12.47%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,496