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
$306M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$338K
3 +$338K
4
NKE icon
Nike
NKE
+$247K
5
CVGW icon
Calavo Growers
CVGW
+$203K

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
-5,534
202
-10,484
203
-11,439