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
$812M
AUM Growth
+$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$28.5M
2 +$21.8M
3 +$13.4M
4
ADBE icon
Adobe
ADBE
+$12.5M
5
URI icon
United Rentals
URI
+$11.8M

Top Sells

1 +$1.99M

Sector Composition

1 Healthcare 22.34%
2 Technology 21.73%
3 Consumer Discretionary 11.89%
4 Communication Services 8.02%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$50K 0.01%
131