DHFB

Dixon Hubard Feinour & Brown Portfolio holdings

AUM $842M
1-Year Est. Return 2.74%
This Quarter Est. Return
1 Year Est. Return
-2.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$9.67M
2 +$6.14M
3 +$6.04M
4
ALL icon
Allstate
ALL
+$5.77M
5
HON icon
Honeywell
HON
+$5.58M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.06%
2 Healthcare 12.63%
3 Energy 11.26%
4 Financials 10.6%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.09%
+5,072
127
$202K 0.09%
+3,488
128
$202K 0.09%
+3,000
129
$160K 0.07%
+20,000
130
$149K 0.07%
+2,956
131
$135K 0.06%
+3,000
132
$135K 0.06%
+13,275
133
$130K 0.06%
+21,000
134
$78K 0.03%
+10,420