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 16.77%
2 Financials 14.86%
3 Consumer Discretionary 12.37%
4 Industrials 11.1%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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-43
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-7,050
132
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133
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-12,600
134
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135
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136
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137
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138
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-8,300
2 3 4 5
6