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
$358M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$5.54M
3 +$5.48M
4
VUG icon
Vanguard Growth ETF
VUG
+$669K
5
AMZN icon
Amazon
AMZN
+$582K

Top Sells

1 +$6.82M
2 +$5.77M
3 +$5.66M
4
OSK icon
Oshkosh
OSK
+$4.83M
5
GIS icon
General Mills
GIS
+$1M

Sector Composition

1 Technology 17.42%
2 Industrials 15.44%
3 Healthcare 12.23%
4 Financials 12.14%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,966
202
-3,000