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DFNL

Davis Select Financial ETF
1W: +1.6% 1M: -2.2% 3M: -4.2% YTD: -4.3% 1Y: +13.0% 3Y: +93.1% 5Y: +65.7%
$46.44
-0.10 (-0.23%)
 
Weekly Expected Move ±2.0%
$44 $45 $46 $47 $48
ETF CBOE · AUM $468.7M
Key Statistics
AUM$469M
Holdings26
Top 10 Wt60.2%
Volume9,372
Avg Volume33,459
Beta0.93
Portfolio Fundamentals
P/E14.1
P/B1.6
Div Yield1.67%
ROE12.5%
% Profitable69%
Inception2017-01-12
Sector Allocation
Financial Services 84.7%
Other 9.7%
Industrials 3.9%
Technology 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Capital One Financial Corporation COF 11.66% $18.9M 159,037
2 U.S. Bancorp USB 7.52% $12.2M 264,105
3 BRK BRK 6.24% $10.1M 45,847
4 American Express Company AXP 5.74% $9.3M 77,643
5 Wells Fargo & Company WFC 5.73% $9.3M 264,074
6 The PNC Financial Services Group, Inc. PNC 5.01% $8.1M 54,227
7 Bank of America Corporation BAC 4.76% $7.7M 242,840
8 Chubb Limited CB 4.60% $7.5M 56,856
9 JPMorgan Chase & Co. JPM 4.53% $7.3M 60,337
10 Markel Corporation MKL 4.39% $7.1M 7,759

Recent Holding Changes

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms