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
$272M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$4.44M
3
+$3.79M
4
AAPL icon
Apple
AAPL
+$969K
5
BNCN
BNC Bancorp
BNCN
+$678K

Top Sells

1
+$12.4M
2
+$5.9M
3
+$5.83M
4
AOS icon
A.O. Smith
AOS
+$5.32M
5
BLK icon
Blackrock
BLK
+$5.31M

Sector Composition

1 Consumer Discretionary 15.98%
2 Healthcare 15.53%
3 Industrials 11.42%
4 Communication Services 10.17%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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