DFIM
Detwiler Fenton Investment Management Portfolio holdings
AUM
$19.3M
This Quarter Return
+11.45%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+14%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
5.9%
Top 10 Holdings %
Top 10 Hldgs %
29.55%
Holding
129
New
26
Increased
27
Reduced
41
Closed
20
Top Buys
| 1 |
Apple
AAPL
|
$3.95M |
| 2 |
Kroger
KR
|
$712K |
| 3 |
AGN
Allergan plc
AGN
|
$665K |
| 4 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$518K |
| 5 |
WisdomTree New Economy Real Estate Fund
WTRE
|
$482K |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$883K |
| 2 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$606K |
| 3 |
ANDX
Andeavor Logistics LP
ANDX
|
$583K |
| 4 |
Wolfspeed
WOLF
|
$535K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$462K |
Sector Composition
| 1 | Consumer Discretionary | 14.58% |
| 2 | Financials | 12.84% |
| 3 | Technology | 12.76% |
| 4 | Industrials | 7.9% |
| 5 | Communication Services | 5.8% |
