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DFIM

Detwiler Fenton Investment Management Portfolio holdings

AUM $19.3M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.6M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.02M
3
+$3.81M
4
PRXL
Parexel International Corp
PRXL
+$3.65M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.02M

Top Sells

1
+$4.88M
2
+$4.54M
3
+$3.99M
4
AKRX
Akorn Inc
AKRX
+$3.9M
5
AXP icon
American Express
AXP
+$3.81M

Sector Composition

1 Consumer Discretionary 15.97%
2 Technology 15.74%
3 Industrials 12.66%
4 Healthcare 10.31%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-46,727
77
– –
-52,860
78
– –
-44,928
79
– –
-2,203
80
– –
-27,374
81
– –
-207,633
82
– –
-12,179
83
$0 ﹤0.01%
+10,000
84
– –
-6,714
85
– –
-5,000
1 2 3
4