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
$120M
AUM Growth
-$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$104K
2 +$93K
3 +$51.7K
4
VZ icon
Verizon
VZ
+$38.6K
5
TMUS icon
T-Mobile US
TMUS
+$37.8K

Sector Composition

1 Financials 6.94%
2 Technology 3.81%
3 Communication Services 3.39%
4 Consumer Discretionary 3.04%
5 Energy 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$11.3K 0.01%
20
52
$6.97K 0.01%
210
53
$2.62K ﹤0.01%
20