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DFPG Investments Portfolio holdings

AUM $1.28B
1-Year Est. Return 27.57%
This Quarter Est. Return
1 Year Est. Return
+27.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$24.6M
3
+$18.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$8.03M
5
AMZN icon
Amazon
AMZN
+$7.18M

Top Sells

1
+$28.1M
2
+$21M
3
+$15.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.99M

Sector Composition

1 Technology 16.87%
2 Financials 7.41%
3 Healthcare 6.23%
4 Consumer Discretionary 5.66%
5 Communication Services 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
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