DEM

Disciplined Equity Management Portfolio holdings

AUM $184M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$29.4K
2 +$12.3K
3 +$11.9K
4
CAT icon
Caterpillar
CAT
+$9.35K
5
SYK icon
Stryker
SYK
+$9.15K

Sector Composition

1 Financials 6.38%
2 Technology 3.76%
3 Communication Services 3.64%
4 Consumer Discretionary 2.97%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10.8K 0.01%
20
52
$7.7K 0.01%
210
53
$2.39K ﹤0.01%
20