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
$47.9M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$190K
2 +$110K
3 +$58.2K
4
UL icon
Unilever
UL
+$24.9K
5
DHR icon
Danaher
DHR
+$19.3K

Top Sells

1 +$272K
2 +$210K
3 +$194K
4
YUM icon
Yum! Brands
YUM
+$124K
5
MSFT icon
Microsoft
MSFT
+$122K

Sector Composition

1 Healthcare 25.09%
2 Technology 20.46%
3 Industrials 18.18%
4 Consumer Staples 11.11%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,600