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
$100M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$404K

Sector Composition

1 Technology 33.66%
2 Healthcare 22.17%
3 Energy 9.24%
4 Consumer Staples 9.17%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10K 0.01%
1,663
52
-14,143