DD
Dominick & Dominick Portfolio holdings
AUM
$197M
This Quarter Return
+1.61%
1 Year Return
+11.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-2.3%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
29.81%
Holding
223
New
28
Increased
65
Reduced
54
Closed
34
Top Buys
| 1 |
Essential Utilities
WTRG
|
$1.13M |
| 2 |
Gilead Sciences
GILD
|
$1.06M |
| 3 |
Dentsply Sirona
XRAY
|
$1.04M |
| 4 |
United Rentals
URI
|
$902K |
| 5 |
GE Aerospace
GE
|
$855K |
Top Sells
| 1 |
ProShares Short Russell2000
RWM
|
$3.31M |
| 2 |
Baxter International
BAX
|
$1.65M |
| 3 |
Caterpillar
CAT
|
$1.4M |
| 4 |
BANX
ArrowMark Financial
BANX
|
$1.29M |
| 5 |
Deere & Co
DE
|
$939K |
Sector Composition
| 1 | Healthcare | 18.78% |
| 2 | Industrials | 11.44% |
| 3 | Energy | 11.14% |
| 4 | Technology | 11.02% |
| 5 | Consumer Staples | 10.25% |
