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
51
$274K 0.24%
3,575
-179
52
$274K 0.24%
2,426
+23
53
$272K 0.24%
762
54
$261K 0.23%
5,615
-74
55
$248K 0.22%
727
56
$245K 0.21%
4,288
+465
57
$244K 0.21%
6,161
58
$242K 0.21%
7,205
-111
59
$225K 0.2%
742
-10
60
$225K 0.2%
757
61
$218K 0.19%
+2,183
62
$217K 0.19%
6,490
-412
63
$215K 0.19%
+672
64
$208K 0.18%
+5,059
65
$205K 0.18%
+3,838
66
$4.21K ﹤0.01%
15,350
1 2
3