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
$116M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.39M
3
+$3.9M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$3.7M
5
EPRO
AdvisorShares EquityPro ETF
EPRO
+$972K

Top Sells

1
+$3.49M
2
+$2.79M
3
+$2.23M
4
AAPL icon
Apple
AAPL
+$974K
5
GILD icon
Gilead Sciences
GILD
+$885K

Sector Composition

1 Financials 13.48%
2 Industrials 12.28%
3 Technology 10.91%
4 Consumer Discretionary 8.94%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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