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DFS
Dixon Fnancial Services Portfolio holdings
AUM
$223M
1-Year Est. Return
23.14%
This Fund
S&P 500
1 Year Est. Return
+23.14%
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
Idacorp
IDA
$7.89B
| – | – |
-2,338
|
|
||
52
Intel
INTC
$708B
| – | – |
-6,149
|
|
||
53
Vanguard Dividend Appreciation ETF
VIG
$109B
| – | – |
-1,600
|
|