DI

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
$217M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$4.41M
3
+$3.89M
4
PINS icon
Pinterest
PINS
+$2.9M
5
JETS icon
US Global Jets ETF
JETS
+$2.43M

Top Sells

1
+$6.13M
2
+$3.06M
3
+$1.3M
4
AVYA
Avaya Holdings Corp. Common Stock
AVYA
+$1.21M
5
IEHS
iShares Evolved U.S. Healthcare Staples ETF
IEHS
+$1.08M

Sector Composition

1 Technology 17.76%
2 Healthcare 12.72%
3 Communication Services 7.45%
4 Consumer Discretionary 7.43%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
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