DOA
D'Orazio & Associates Portfolio holdings
AUM
$708M
1-Year Return
9.54%
This Quarter Return
+4.49%
1 Year Return
+9.54%
3 Year Return
+54.89%
5 Year Return
+85.43%
10 Year Return
+189.58%
AUM
$238M
AUM Growth
+$33.1M
(+16%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
10.44%
Top 10 Holdings %
Top 10 Hldgs %
88.56%
Holding
338
New
71
Increased
94
Reduced
19
Closed
21
Top Buys
| 1 |
Booz Allen Hamilton
BAH
|
$6.09M |
| 2 |
Vanguard Health Care ETF
VHT
|
$3.83M |
| 3 |
Vanguard Energy ETF
VDE
|
$3.4M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$1.98M |
| 5 |
SPDR Gold Trust
GLD
|
$1.39M |
Top Sells
Sector Composition
| 1 | Industrials | 15.66% |
| 2 | Financials | 9.03% |
| 3 | Healthcare | 3.55% |
| 4 | Real Estate | 2.9% |
| 5 | Technology | 1.16% |