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
$143M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.07M
3 +$709K

Top Sells

1 +$104K
2 +$58.3K
3 +$54.5K
4
SBUX icon
Starbucks
SBUX
+$44.6K

Sector Composition

1 Technology 36.04%
2 Healthcare 20.11%
3 Energy 10.53%
4 Consumer Staples 10.11%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$21K 0.01%
2,439
52
$18K 0.01%
2,155
53
$14.6K 0.01%
1,663