DD

Dominick & Dominick Portfolio holdings

AUM $197M
1-Year Est. Return 11.37%
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$1.43M
3 +$1.29M
4
SYY icon
Sysco
SYY
+$1.21M
5
DE icon
Deere & Co
DE
+$1.07M

Top Sells

1 +$1.54M
2 +$1.16M
3 +$952K
4
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,000
202
-12,700