DD
Dominick & Dominick Portfolio holdings
AUM
$197M
1-Year Return
11.37%
This Quarter Return
+8.03%
1 Year Return
+11.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$28.9M
(+16%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
211
New
39
Increased
44
Reduced
82
Closed
16
Top Buys
| 1 |
ProShares Short Russell2000
RWM
|
$3.93M |
| 2 |
Kellanova
K
|
$1.43M |
| 3 |
BANX
ArrowMark Financial
BANX
|
$1.29M |
| 4 |
Sysco
SYY
|
$1.21M |
| 5 |
Deere & Co
DE
|
$1.07M |
Top Sells
| 1 |
Intel
INTC
|
$1.54M |
| 2 |
DuPont de Nemours
DD
|
$1.16M |
| 3 |
AB InBev
BUD
|
$952K |
| 4 |
UnitedHealth
UNH
|
$841K |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
$834K |
Sector Composition
| 1 | Healthcare | 17.17% |
| 2 | Industrials | 11.35% |
| 3 | Energy | 10.78% |
| 4 | Technology | 10.61% |
| 5 | Consumer Staples | 9.32% |
