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
$344M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.95M
3
+$5.75M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$5.26M
5
BABA icon
Alibaba
BABA
+$4.63M

Top Sells

1
+$6.24M
2
+$6.02M
3
+$5.85M
4
AMAT icon
Applied Materials
AMAT
+$5.54M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.72M

Sector Composition

1 Technology 16.48%
2 Industrials 13.66%
3 Healthcare 13%
4 Financials 11.85%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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