DBIA

Dumont & Blake Investment Advisors Portfolio holdings

AUM $412M
1-Year Est. Return 16.94%
This Quarter Est. Return
1 Year Est. Return
+16.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$687K
2
+$566K
3
+$465K
4
TSLA icon
Tesla
TSLA
+$411K
5
AAPL icon
Apple
AAPL
+$344K

Top Sells

1
+$1.19M
2
+$521K
3
+$475K
4
SYY icon
Sysco
SYY
+$418K
5
TMO icon
Thermo Fisher Scientific
TMO
+$415K

Sector Composition

1 Technology 11.54%
2 Healthcare 9.27%
3 Financials 8.52%
4 Consumer Discretionary 6.45%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.52%
24,148
+535
52
$1.31M 0.51%
24,973
+477
53
$1.3M 0.51%
25,156
+1,424
54
$1.29M 0.5%
17,647
-5,700
55
$1.29M 0.5%
17,580
+1,555
56
$1.29M 0.5%
16,338
+350
57
$1.27M 0.49%
12,869
+350
58
$1.25M 0.49%
13,746
+765
59
$1.24M 0.48%
20,300
+980
60
$1.22M 0.48%
8,677
+505
61
$1.22M 0.48%
23,098
+1,280
62
$1.22M 0.48%
7,305
63
$1.21M 0.47%
43,883
+610
64
$1.19M 0.47%
12,577
+670
65
$1.18M 0.46%
18,348
+405
66
$1.17M 0.46%
14,189
+809
67
$1.17M 0.46%
23,235
+895
68
$1.17M 0.45%
7,965
+450
69
$1.16M 0.45%
22,835
+1,170
70
$1.16M 0.45%
10,775
+485
71
$1.14M 0.45%
62,052
+2,022
72
$1.14M 0.45%
32,290
+1,748
73
$1.14M 0.44%
12,927
+340
74
$1.09M 0.43%
15,005
+280
75
$1.08M 0.42%
7,220
-25
1 2
3
4 5