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
$365M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Sells

1 +$2.32M
2 +$1.1M
3 +$936K
4
AAPL icon
Apple
AAPL
+$925K
5
MET icon
MetLife
MET
+$591K

Sector Composition

1 Technology 12.44%
2 Financials 7.53%
3 Healthcare 7.23%
4 Consumer Discretionary 6.99%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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202
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205
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207
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211
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