DA
Duality Advisers Portfolio holdings
AUM
$1.01B
1-Year Est. Return
14.52%
1 Year Est. Return
+14.52%
AUM
$946M
AUM Growth
+$119M
(+14%)
Holding
780
Top Buys
| 1 | +$6.68M | |
| 2 | +$6.64M | |
| 3 | +$6.64M | |
| 4 |
Exxon Mobil
XOM
|
+$6.63M |
| 5 |
Unilever
UL
|
+$6.63M |
Top Sells
| 1 | +$5.39M | |
| 2 | +$5.18M | |
| 3 | +$5.16M | |
| 4 |
Abbott
ABT
|
+$5.06M |
| 5 |
J.M. Smucker
SJM
|
+$4.86M |
Sector Composition
| 1 | Technology | 17.08% |
| 2 | Consumer Discretionary | 14.21% |
| 3 | Financials | 14.06% |
| 4 | Industrials | 12.41% |
| 5 | Healthcare | 12.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Nasdaq
NDAQ
$51.8B
| – | – |
-75,730
|
|
||
777
NextEra Energy
NEE
$173B
| – | – |
-60,423
|
|
||
778
Neogen
NEOG
$1.28B
| – | – |
-11,005
|
|
||
779
Netflix
NFLX
$527B
| – | – |
-5,486
|
|
||
780
NiSource
NI
$20.6B
| – | – |
-44,472
|
|