DHFB
Dixon Hubard Feinour & Brown Portfolio holdings
AUM
$842M
This Quarter Return
+7.18%
1 Year Return
-2.74%
3 Year Return
+59.83%
5 Year Return
+118.92%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+3%)
Cap. Flow
-$3.57M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
25.37%
Holding
196
New
14
Increased
39
Reduced
57
Closed
13
Top Buys
| 1 |
PayPal
PYPL
|
$5.85M |
| 2 |
Credit Acceptance
CACC
|
$5.66M |
| 3 |
Invesco
IVZ
|
$5.57M |
| 4 |
Global Payments
GPN
|
$5.28M |
| 5 |
Dycom Industries
DY
|
$5.19M |
Top Sells
| 1 |
Domino's
DPZ
|
$6.82M |
| 2 |
GHL
Greenhill & Co., Inc.
GHL
|
$6.13M |
| 3 |
Helmerich & Payne
HP
|
$5.43M |
| 4 |
Sun Life Financial
SLF
|
$5.1M |
| 5 |
Broadcom
AVGO
|
$4.04M |
Sector Composition
| 1 | Healthcare | 20.32% |
| 2 | Technology | 14.21% |
| 3 | Financials | 12.63% |
| 4 | Industrials | 11.89% |
| 5 | Communication Services | 8.26% |
