DFIM
Detwiler Fenton Investment Management Portfolio holdings
AUM
$19.3M
1 Year Est. Return
–
AUM
$19.3M
AUM Growth
–
Holding
56
Top Buys
| 1 | +$869K | |
| 2 | +$748K | |
| 3 | +$678K | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$516K |
| 5 |
Meta Platforms (Facebook)
META
|
+$505K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 15.37% |
| 2 | Consumer Discretionary | 12.2% |
| 3 | Communication Services | 11.26% |
| 4 | Technology | 10.95% |
| 5 | Healthcare | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Transocean
RIG
$4.9B
| $176K | 0.91% |
+14,227
|
|
||
52
Annaly Capital Management
NLY
$15.6B
| $104K | 0.54% |
+2,780
|
|
||
|
AGEN
53
Agenus
AGEN
$142M
| $78K | 0.4% |
+873
|
|