DFS
Dixon Fnancial Services Portfolio holdings
AUM
$226M
1-Year Est. Return
22.52%
This Fund
S&P 500
1 Year Est. Return
+22.52%
AUM
$226M
AUM Growth
+$5.97M
(+2.7%)
Holding
53
Top Buys
| 1 | +$434K | |
| 2 | +$324K | |
| 3 | +$219K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$218K |
| 5 |
Wells Fargo
WFC
|
+$204K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$459K | |
| 3 | +$345K | |
| 4 |
Idacorp
IDA
|
+$309K |
| 5 |
Bank of America
BAC
|
+$284K |
Sector Composition
| 1 | Technology | 6.63% |
| 2 | Financials | 3.7% |
| 3 | Consumer Discretionary | 1.98% |
| 4 | Communication Services | 1.27% |
| 5 | Healthcare | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Bitcoin Trust
IBIT
$54.9B
| – | – |
-3,704
|
|
||
|
52
Idacorp
IDA
$7.56B
| – | – |
-2,338
|
|
||
53
Intel
INTC
$219B
| – | – |
-6,149
|
|