RHDIC

R.H. Dinel Investment Counsel Portfolio holdings

AUM $155M
1-Year Est. Return 6.92%
This Quarter Est. Return
1 Year Est. Return
+6.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$617K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$88.3K
3 +$55.9K
4
WFC icon
Wells Fargo
WFC
+$24.9K

Top Sells

1 +$1.14M
2 +$159K
3 +$146K
4
HSY icon
Hershey
HSY
+$112K
5
INTC icon
Intel
INTC
+$101K

Sector Composition

1 Technology 23.6%
2 Energy 17.98%
3 Industrials 10.93%
4 Communication Services 10.86%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$544K 0.48%
8,807
52
$530K 0.47%
10,875
53
$530K 0.47%
16,423
54
$483K 0.43%
5,682
55
$402K 0.36%
6,307
56
$356K 0.31%
13,429
-1,126