DFG
Dupree Financial Group Portfolio holdings
AUM
$263M
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$263M
AUM Growth
+$9.38M
(+3.7%)
Holding
81
Top Buys
| 1 | +$10.3M | |
| 2 | +$6.95M | |
| 3 | +$5.67M | |
| 4 |
Verizon
VZ
|
+$5.49M |
| 5 |
Macy's
M
|
+$5.13M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$6.1M | |
| 3 | +$5.53M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$4.29M |
| 5 |
Canadian Natural Resources
CNQ
|
+$4.16M |
Sector Composition
| 1 | Real Estate | 17.52% |
| 2 | Energy | 17.18% |
| 3 | Financials | 16.03% |
| 4 | Consumer Discretionary | 12.14% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Diamondback Energy
FANG
$44.7B
| – | – |
-21,241
|
|
||
77
Kraft Heinz
KHC
$29.5B
| – | – |
-236,184
|
|
||
78
Kinder Morgan
KMI
$59.7B
| – | – |
-386,941
|
|
||
|
79
Meta Platforms (Facebook)
META
$1.63T
| – | – |
-5,817
|
|
||
80
Palantir
PLTR
$407B
| – | – |
-19,857
|
|
||
81
UnitedHealth
UNH
$294B
| – | – |
-9,859
|
|