DMBA

Deseret Mutual Benefit Administrators Portfolio holdings

AUM $238M
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$4.21M
3 +$700K
4
T icon
AT&T
T
+$417K
5
NFLX icon
Netflix
NFLX
+$329K

Top Sells

1 +$2.02M
2 +$1.19M
3 +$1M
4
LLY icon
Eli Lilly
LLY
+$920K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$826K

Sector Composition

1 Technology 13.25%
2 Healthcare 8.74%
3 Financials 6.77%
4 Consumer Discretionary 5.59%
5 Industrials 5.52%