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
$74.8M
AUM Growth
+$693K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$159K
3 +$105K
4
AMZN icon
Amazon
AMZN
+$96.4K
5
ROK icon
Rockwell Automation
ROK
+$48.3K

Top Sells

1 +$261K
2 +$259K
3 +$247K
4
YUMC icon
Yum China
YUMC
+$225K
5
JNJ icon
Johnson & Johnson
JNJ
+$218K

Sector Composition

1 Healthcare 24.19%
2 Technology 20.13%
3 Industrials 15.2%
4 Financials 10%
5 Consumer Staples 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,000
52
-2,632