DF

Dunhill Financial Portfolio holdings

AUM $383M
1-Year Est. Return 12.83%
This Quarter Est. Return
1 Year Est. Return
+12.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Sells

1 +$28.2M
2 +$27.3M
3 +$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.98M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.07M

Sector Composition

1 Technology 7.79%
2 Communication Services 4.89%
3 Financials 2.41%
4 Healthcare 1.84%
5 Consumer Discretionary 1.17%