DFIM
Detwiler Fenton Investment Management Portfolio holdings
AUM
$19.3M
This Quarter Return
+2.62%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.5M
AUM Growth
–
Cap. Flow
+$98.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bank of America
BAC
|
$3.3M |
| 2 |
American Express
AXP
|
$3.3M |
| 3 |
TJX Companies
TJX
|
$2.98M |
| 4 |
JPW
Nuveen Flexible Invstment Fd
JPW
|
$2.83M |
| 5 |
Bank of Montreal
BMO
|
$2.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 14.37% |
| 2 | Financials | 14.01% |
| 3 | Technology | 9.91% |
| 4 | Industrials | 6.87% |
| 5 | Communication Services | 6.23% |
