DFIM

Detwiler Fenton Investment Management Portfolio holdings

AUM $19.3M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.48M
3
+$4.17M
4
UHAL icon
U-Haul Holding Co
UHAL
+$3.49M
5
RWM icon
ProShares Short Russell2000
RWM
+$896K

Top Sells

1
+$4.08M
2
+$2.94M
3
+$2.83M
4
NEU icon
NewMarket
NEU
+$2.74M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.87M

Sector Composition

1 Technology 13.43%
2 Industrials 12.66%
3 Financials 9.16%
4 Consumer Discretionary 8.62%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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