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
$194M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$732K
3 +$711K
4
PII icon
Polaris
PII
+$670K
5
WMT icon
Walmart
WMT
+$622K

Top Sells

1 +$1.09M
2 +$596K
3 +$590K
4
MDT icon
Medtronic
MDT
+$535K
5
OIH icon
VanEck Oil Services ETF
OIH
+$481K

Sector Composition

1 Technology 10.56%
2 Healthcare 9.96%
3 Financials 8.92%
4 Industrials 7.04%
5 Consumer Staples 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$7K ﹤0.01%
8,200
152
$5K ﹤0.01%
15,000
153
$0 ﹤0.01%
40,000
154
-37,499
155
-876
156
-7,336
157
-9,477