DGL

Dala Group, LLC Portfolio holdings

AUM $120M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$12.8M
3 +$12.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.35M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 11.64%
2 Consumer Discretionary 5.96%
3 Technology 5.93%
4 Industrials 5.11%
5 Financials 3.95%