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DOA
D'Orazio & Associates Portfolio holdings
AUM
$772M
1-Year Est. Return
14.37%
This Fund
S&P 500
This Quarter
Est. Return
-3.02%
1 Year Est. Return
+14.37%
3 Year Est. Return
+51.71%
5 Year Est. Return
+50.23%
10 Year Est. Return
+195.07%
AUM
$678M
AUM Growth
-$24.8M
(-3.5%)
Cap. Flow
+$7.38M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
65.07%
Holding
261
New
23
Increased
116
Reduced
79
Closed
24
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$6.22M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$1.76M |
| 3 |
TTM Technologies
TTMI
|
+$1.62M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.52M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.36M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$1.63M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.25M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.11M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$617K |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$552K |
Sector Composition
| 1 | Industrials | 16.56% |
| 2 | Financials | 7.14% |
| 3 | Technology | 6.68% |
| 4 | Healthcare | 5.12% |
| 5 | Consumer Discretionary | 2.3% |
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