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
$481M
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$8.32M
3
+$7.65M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.36M
5
MBB icon
iShares MBS ETF
MBB
+$6.32M

Top Sells

1
+$34.6M
2
+$27.6M
3
+$21.9M
4
VEEV icon
Veeva Systems
VEEV
+$19.6M
5
ADBE icon
Adobe
ADBE
+$16.3M

Sector Composition

1 Technology 22.74%
2 Healthcare 19.11%
3 Consumer Discretionary 9.45%
4 Financials 7.79%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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