DF

DNCA Finance Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12.7M
3
+$11.8M
4
AVGO icon
Broadcom
AVGO
+$9.27M
5
NVDA icon
NVIDIA
NVDA
+$8.15M

Top Sells

1
+$44.8M
2
+$19.3M
3
+$13.3M
4
CRH icon
CRH
CRH
+$11.5M
5
BABA icon
Alibaba
BABA
+$11.5M

Sector Composition

1 Technology 31.69%
2 Consumer Discretionary 17.11%
3 Communication Services 13.97%
4 Financials 11.47%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
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