DA
Dover Advisors Portfolio holdings
AUM
$251M
1-Year Est. Return
17.35%
1 Year Est. Return
+17.35%
AUM
$227M
AUM Growth
-$2.51M
(-1.1%)
Holding
177
Top Buys
| 1 | +$789K | |
| 2 | +$637K | |
| 3 | +$598K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$596K |
| 5 |
Columbia India Consumer ETF
INCO
|
+$543K |
Top Sells
| 1 | +$3.39M | |
| 2 | +$2.28M | |
| 3 | +$1.46M | |
| 4 |
JPMorgan Chase
JPM
|
+$961K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$851K |
Sector Composition
| 1 | Technology | 26.8% |
| 2 | Financials | 17.55% |
| 3 | Industrials | 10.37% |
| 4 | Healthcare | 6.9% |
| 5 | Consumer Staples | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
ATI
ATI
$13.3B
| – | – |
-4,706
|
|
||
177
American Electric Power
AEP
$65.7B
| – | – |
-1,925
|
|