DA
Dover Advisors Portfolio holdings
AUM
$227M
This Quarter Return
-0.21%
1 Year Return
+17.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+32%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
25.97%
Top 10 Holdings %
Top 10 Hldgs %
35.24%
Holding
167
New
38
Increased
77
Reduced
35
Closed
5
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$12.8M |
| 2 |
Apple
AAPL
|
$5.42M |
| 3 |
Coca-Cola
KO
|
$4.32M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.44M |
| 5 |
United Bankshares
UBSI
|
$3.02M |
Top Sells
| 1 |
Ingredion
INGR
|
$1.96M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$609K |
| 3 |
Becton Dickinson
BDX
|
$442K |
| 4 |
Fortinet
FTNT
|
$372K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$331K |
Sector Composition
| 1 | Technology | 24.44% |
| 2 | Financials | 18.26% |
| 3 | Industrials | 8.7% |
| 4 | Healthcare | 8.3% |
| 5 | Consumer Staples | 7.49% |
