DP

Delphi Private Advisors LLC

13F
Delphi Private Advisors LLC
Last update 2019-07-17 99 Stocks (61 new)
Value $19.00 Mil Turnover 5 %
Countries:
Top Holdings: PRFZ(42.91%)SCHX(24.10%)FNDA(18.63%)NSC(4.29%)SPY(1.80%)
Summary Stock Picks Current Portfolio
Delphi Private Advisors LLC Top Holdings of 2019-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PRFZ
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
326,410
8,335.0
-1.26%
42.910
-0.57%
0.610
+17.57%
+1.53%
2,446.8
 
SCHX
Schwab U.S. Large-Cap ETF
133,394
4,681.0
-4.25%
24.100
-1.07%
0.010
+17.13%
+7.49%
56,642.8
 
FNDA
Schwab Fundamental U.S. Small Company Index ETF
Schwab Fundamental U.S. Small Company Index ETF
96,003
3,618.0
-1.32%
18.630
-0.25%
0.100
+15.11%
+0.68%
8,627.3
 
NSC
Norfolk Southern Corp
4,185
834.0
0%
4.290
0%
0.000
+19.65%
+13.14%
59,178.9
Transportation
SPY
S&P 500 ETF TRUST ETF
1,190
349.0
0%
1.800
0%
0.000
+16.86%
+7.34%
643,153.0
 
XLK
Technology Select Sector SPDR ETF
1,628
127.0
+307.00%
0.650
+0.49%
0.000
+31.84%
+10.89%
80,789.0
 
SCHE
Schwab Emerging Markets Equity ETF
4,600
121.0
0%
0.620
0%
0.000
+12.03%
+14.55%
10,390.3
 
XLV
Health Care Select Sector SPDR
1,023
95.0
+411.50%
0.490
+0.39%
0.000
-4.88%
-0.65%
34,481.0
 
IWF
iShares Russell 1000 Growth ETF
600
94.0
0%
0.480
0%
0.000
+23.74%
+6.86%
112,698.5
 
UNP
Union Pacific Corp
550
93.0
+1.10%
0.480
+0.01%
0.000
+6.14%
+4.81%
141,171.5
Transportation

Delphi Private Advisors LLC's Historical Top Holdings Breakdowns

Delphi Private Advisors LLC Total Holding History ($B)

To

Delphi Private Advisors LLC's Asset Allocation

To

Delphi Private Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Delphi Private Advisors LLC's Hypothetical Growth since 2019-06-30

Delphi Private Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Delphi Private Advisors LLC's Holdings Heat Map

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Delphi Private Advisors LLC's Holdings Bubble Chart

Delphi Private Advisors LLC News

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