DHFB
Dixon Hubard Feinour & Brown Portfolio holdings
AUM
$842M
This Quarter Return
+1.13%
1 Year Return
-2.74%
3 Year Return
+59.83%
5 Year Return
+118.92%
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(-0.35%)
Cap. Flow
-$47.9K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.59%
Holding
201
New
17
Increased
56
Reduced
47
Closed
17
Top Buys
| 1 |
Home Depot
HD
|
$5.56M |
| 2 |
Lockheed Martin
LMT
|
$4.7M |
| 3 |
Ecolab
ECL
|
$4.34M |
| 4 |
Cencora
COR
|
$3.14M |
| 5 |
Corpay
CPAY
|
$1.32M |
Top Sells
| 1 |
Rockwell Automation
ROK
|
$5.63M |
| 2 |
AutoNation
AN
|
$4.65M |
| 3 |
Eastman Chemical
EMN
|
$4.41M |
| 4 |
Suncor Energy
SU
|
$4.19M |
| 5 |
SWN
Southwestern Energy Company
SWN
|
$3.23M |
Sector Composition
| 1 | Industrials | 16.83% |
| 2 | Technology | 16.55% |
| 3 | Healthcare | 15.09% |
| 4 | Energy | 8.56% |
| 5 | Communication Services | 7.46% |
