DRD

Dennis R. Delaney Portfolio holdings

AUM $199M
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7M
AUM Growth
-$393K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$219K
2 +$209K
3 +$196K
4
DHR icon
Danaher
DHR
+$74.3K
5
CB icon
Chubb
CB
+$60.6K

Top Sells

1 +$251K
2 +$202K
3 +$55.1K
4
QCOM icon
Qualcomm
QCOM
+$33.3K
5
CVX icon
Chevron
CVX
+$32.7K

Sector Composition

1 Healthcare 24.88%
2 Technology 20.09%
3 Industrials 18.05%
4 Consumer Staples 10.96%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,156
52
-10,000