DOA
D'Orazio & Associates Portfolio holdings
AUM
$708M
1-Year Return
9.54%
This Quarter Return
+4.8%
1 Year Return
+9.54%
3 Year Return
+54.89%
5 Year Return
+85.43%
10 Year Return
+189.58%
AUM
$253M
AUM Growth
+$14.7M
(+6.2%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
89.32%
Holding
357
New
38
Increased
60
Reduced
43
Closed
45
Top Buys
| 1 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$3.03M |
| 2 |
Vanguard Energy ETF
VDE
|
$2.67M |
| 3 |
Vanguard Health Care ETF
VHT
|
$1.62M |
| 4 |
SPDR Gold Trust
GLD
|
$1.22M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$1.14M |
Top Sells
Sector Composition
| 1 | Industrials | 14.07% |
| 2 | Financials | 8.63% |
| 3 | Healthcare | 3.63% |
| 4 | Real Estate | 1.24% |
| 5 | Technology | 0.99% |
