DOA

D'Orazio & Associates Portfolio holdings

AUM $708M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$995K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$547K
3 +$229K
4
PPL icon
PPL Corp
PPL
+$190K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$177K

Sector Composition

1 Industrials 12.01%
2 Financials 9.15%
3 Healthcare 4.55%
4 Technology 1.12%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-1,010
352
0
353
-700
354
-75
355
$0 ﹤0.01%
+4
356
-400
357
-68
358
$0 ﹤0.01%
2
359
-5,000