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
$124M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.32M
3
+$4.27M
4
UHAL icon
U-Haul Holding Co
UHAL
+$3.17M
5
RWM icon
ProShares Short Russell2000
RWM
+$942K

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
+$2.18M

Sector Composition

1 Technology 13.29%
2 Industrials 12.79%
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
126
– –
-5,075
127
– –
-8,575
128
– –
-11,423
2 3 4 5
6