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
$112M
AUM Growth
-$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.1M
3 +$765K
4
AAPL icon
Apple
AAPL
+$573K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$559K

Top Sells

1 +$2.79M
2 +$2.44M
3 +$2.16M
4
AAP icon
Advance Auto Parts
AAP
+$2.1M
5
TROX icon
Tronox
TROX
+$1.03M

Sector Composition

1 Technology 16.98%
2 Financials 14.86%
3 Consumer Discretionary 12.37%
4 Industrials 10.88%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,925
127
-35,286
128
-11,626
129
-10,000
130
-6,779
131
-42,288
132
-64,662
133
-15,613
134
-12,600
135
-3,728
136
-33,837
137
-12,400
138
-2,550