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
$332M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$5.41M
3 +$5.22M
4
MEDP icon
Medpace
MEDP
+$4.05M
5
TEAM icon
Atlassian
TEAM
+$1.13M

Top Sells

1 +$5.43M
2 +$2.08M
3 +$501K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$439K
5
ZBRA icon
Zebra Technologies
ZBRA
+$302K

Sector Composition

1 Healthcare 23.08%
2 Technology 18.24%
3 Financials 8.98%
4 Industrials 8.79%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-23,000