DD
Dominick & Dominick Portfolio holdings
AUM
$197M
1-Year Return
11.37%
This Quarter Return
+5.72%
1 Year Return
+11.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$1.03M
(+0.5%)
Cap. Flow
-$9.15M
Cap. Flow
% of AUM
-4.45%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
208
New
19
Increased
44
Reduced
77
Closed
29
Top Buys
| 1 |
Boeing
BA
|
$1.99M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.23M |
| 3 |
Magna International
MGA
|
$1.07M |
| 4 |
Lockheed Martin
LMT
|
$956K |
| 5 |
Hilton Worldwide
HLT
|
$782K |
Top Sells
| 1 |
Sysco
SYY
|
$1.1M |
| 2 |
ConocoPhillips
COP
|
$1.1M |
| 3 |
Kimberly-Clark
KMB
|
$934K |
| 4 |
HDS
HD Supply Holdings, Inc.
HDS
|
$863K |
| 5 |
eBay
EBAY
|
$845K |
Sector Composition
| 1 | Healthcare | 18.49% |
| 2 | Industrials | 12.61% |
| 3 | Technology | 11.7% |
| 4 | Energy | 11.13% |
| 5 | Consumer Staples | 8.81% |
