DOA
D'Orazio & Associates Portfolio holdings
AUM
$708M
1-Year Return
9.54%
This Quarter Return
-4.02%
1 Year Return
+9.54%
3 Year Return
+54.89%
5 Year Return
+85.43%
10 Year Return
+189.58%
AUM
$197M
AUM Growth
+$47M
(+31%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
22.89%
Top 10 Holdings %
Top 10 Hldgs %
89.39%
Holding
320
New
75
Increased
68
Reduced
34
Closed
18
Top Buys
| 1 |
Vanguard Consumer Staples ETF
VDC
|
$14.9M |
| 2 |
SPDR Gold Trust
GLD
|
$11.5M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$11.1M |
| 4 |
Vanguard Health Care ETF
VHT
|
$7.8M |
| 5 |
Vanguard Energy ETF
VDE
|
$7.23M |
Top Sells
Sector Composition
| 1 | Industrials | 16.39% |
| 2 | Financials | 9.88% |
| 3 | Real Estate | 5.89% |
| 4 | Healthcare | 1.72% |
| 5 | Technology | 1.08% |
