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
$390M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.09M
2 +$690K
3 +$257K

Sector Composition

1 Healthcare 24.4%
2 Technology 24.34%
3 Consumer Discretionary 11.23%
4 Communication Services 8.9%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$60K 0.02%
10,054
177
$50K 0.01%
131