DFG

Dynamic Financial Group Portfolio holdings

AUM $122M
1-Year Est. Return 9.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$577K
3
+$533K
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$218K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$203K

Top Sells

1
+$218K
2
+$144K
3
+$77.1K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$76K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$69.5K

Sector Composition

1 Communication Services 4.97%
2 Industrials 4.73%
3 Technology 2.42%
4 Consumer Discretionary 1.61%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$581K 0.5%
5,811
+128
27
$578K 0.5%
+11,376
28
$573K 0.5%
7,164
-2,856
29
$572K 0.5%
7,867
-1,182
30
$557K 0.48%
986
+1
31
$557K 0.48%
2,285
32
$530K 0.46%
5,671
+76
33
$496K 0.43%
745
-26
34
$478K 0.41%
5,886
35
$477K 0.41%
3,414
-164
36
$453K 0.39%
8,182
+117
37
$451K 0.39%
6,917
38
$432K 0.37%
9,219
-504
39
$417K 0.36%
1,387
+1
40
$416K 0.36%
6,295
-121
41
$402K 0.35%
5,901
+11
42
$360K 0.31%
2,552
43
$338K 0.29%
552
-4
44
$338K 0.29%
760
45
$329K 0.29%
9,088
+19
46
$327K 0.28%
688
47
$317K 0.28%
3,075
+1
48
$307K 0.27%
5,408
49
$288K 0.25%
934
+2
50
$286K 0.25%
2,583
-63
1
2
3