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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.3M
3
+$647K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$377K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$292K

Top Sells

1
+$547K
2
+$485K
3
+$396K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K
5
RKT icon
Rocket Companies
RKT
+$305K

Sector Composition

1 Technology 1.02%
2 Financials 0.55%
3 Consumer Discretionary 0.42%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
776
Kinsale Capital Group
KNSL
$7.18B
$1.37K ﹤0.01%
4
-2
VOYA icon
777
Voya Financial
VOYA
$8.29B
$1.37K ﹤0.01%
20
TTMI icon
778
TTM Technologies
TTMI
$20.2B
$1.36K ﹤0.01%
14
FHI icon
779
Federated Hermes
FHI
$4.42B
$1.36K ﹤0.01%
24
AVT icon
780
Avnet
AVT
$7.43B
$1.36K ﹤0.01%
22
SCHC icon
781
Schwab International Small-Cap Equity ETF
SCHC
$5.48B
$1.36K ﹤0.01%
29
RKLB icon
782
Rocket Lab Corp
RKLB
$64B
$1.35K ﹤0.01%
21
+5
ORA icon
783
Ormat Technologies
ORA
$8.49B
$1.34K ﹤0.01%
12
-2
KTOS icon
784
Kratos Defense & Security Solutions
KTOS
$10.8B
$1.34K ﹤0.01%
19
SWKS icon
785
Skyworks Solutions
SWKS
$11.1B
$1.34K ﹤0.01%
25
+6
URBN icon
786
Urban Outfitters
URBN
$6.59B
$1.33K ﹤0.01%
21
BAH icon
787
Booz Allen Hamilton
BAH
$9.28B
$1.33K ﹤0.01%
17
+5
AGNT
788
AGNT, Inc. Common Stock
AGNT
$761M
$1.33K ﹤0.01%
7
MIDD icon
789
Middleby
MIDD
$7.17B
$1.33K ﹤0.01%
10
ARES icon
790
Ares Management
ARES
$30.4B
$1.31K ﹤0.01%
12
-1
MOD icon
791
Modine Manufacturing
MOD
$14.5B
$1.3K ﹤0.01%
6
-1
ESI icon
792
Element Solutions
ESI
$10.6B
$1.3K ﹤0.01%
38
FSS icon
793
Federal Signal
FSS
$6.66B
$1.3K ﹤0.01%
12
MSGS icon
794
Madison Square Garden
MSGS
$9.26B
$1.29K ﹤0.01%
4
PFGC icon
795
Performance Food Group
PFGC
$16.3B
$1.28K ﹤0.01%
15
REZI icon
796
Resideo Technologies
REZI
$4.79B
$1.28K ﹤0.01%
38
+6
CVSA
797
Covista Inc
CVSA
$4.37B
$1.27K ﹤0.01%
11
HEI.A icon
798
HEICO Corp Class A
HEI.A
$34.5B
$1.27K ﹤0.01%
6
TPH
799
DELISTED
Tri Pointe Homes
TPH
$1.26K ﹤0.01%
27
FORM icon
800
FormFactor
FORM
$10.9B
$1.26K ﹤0.01%
13
-1
30 31
32
33 34