DFIM
Detwiler Fenton Investment Management Portfolio holdings
AUM
$19.3M
This Quarter Return
+6.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$4.39M
(+3.9%)
Cap. Flow
-$495K
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
130
New
23
Increased
32
Reduced
26
Closed
37
Top Buys
| 1 |
Novo Nordisk
NVO
|
$4.81M |
| 2 |
Invesco Dorsey Wright Energy Momentum ETF
PXI
|
$4.65M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$3.97M |
| 4 |
JMLP
NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND
JMLP
|
$3.96M |
| 5 |
EPRO
ADVISORSHARES EQUITYPRO ETF
EPRO
|
$991K |
Top Sells
| 1 |
TJX Companies
TJX
|
$3.49M |
| 2 |
WEX
WEX
|
$2.79M |
| 3 |
BBRC
Columbia Beyond BRICs ETF
BBRC
|
$2.23M |
| 4 |
Apple
AAPL
|
$982K |
| 5 |
Gilead Sciences
GILD
|
$885K |
Sector Composition
| 1 | Financials | 13.48% |
| 2 | Industrials | 12.15% |
| 3 | Technology | 11.05% |
| 4 | Consumer Discretionary | 8.94% |
| 5 | Healthcare | 7.78% |