DBIA

Dumont & Blake Investment Advisors Portfolio holdings

AUM $416M
1-Year Est. Return 18.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$523K
2 +$419K
3 +$339K
4
NKE icon
Nike
NKE
+$286K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$218K

Sector Composition

1 Technology 12%
2 Healthcare 8.25%
3 Financials 7.47%
4 Consumer Discretionary 6.21%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,772
202
-12,013
203
$0 ﹤0.01%
40,000