DA

Dover Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$510K
2 +$226K

Top Sells

1 +$2.23M
2 +$1.54M
3 +$1.15M
4
MMC icon
Marsh & McLennan
MMC
+$1.05M
5
UDR icon
UDR
UDR
+$927K

Sector Composition

1 Technology 27.09%
2 Healthcare 14.08%
3 Industrials 12.36%
4 Consumer Discretionary 10.51%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,445
102
-5,324
103
-20,000