DFG
Dynamic Financial Group Portfolio holdings
AUM
$104M
This Quarter Return
+0.1%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.5M
AUM Growth
–
Cap. Flow
+$98.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.16%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$54.8M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$5.65M |
| 3 |
Deere & Co
DE
|
$4.65M |
| 4 |
Verizon
VZ
|
$3.39M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$2.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 5.45% |
| 2 | Industrials | 5.32% |
| 3 | Technology | 2.69% |
| 4 | Healthcare | 1.86% |
| 5 | Consumer Discretionary | 1.83% |
