VON BORSTEL & ASSOCIATES, INC.
VON BORSTEL & ASSOCIATES, INC. runs VON BORSTEL & ASSOCIATES, INC. and currently holds 44 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $487.75M. Their top holdings are DFAC, DFGP, DFIC, DFSV, DUHP. The top five represent 73.7% of reported portfolio weight. VON BORSTEL & ASSOCIATES, INC. ranks #914 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VON BORSTEL & ASSOCIATES, INC. initiated 2 new positions. They added to 21 existing positions. They trimmed 12 positions. Their current best-performing preview position is ANET with returns of +38.44%.
44 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFAC DIM U.S. CORE EQY 2 | 31.94% | $34.42 | $45.61 | +32.51% | Trimmed -0.12% |
DFGP DIM GLOBAL CORE PLUS FIXED INC | 18.05% | $54.21 | $53.25 | -1.77% | Added +5.95% |
DFIC DIM INTL CORE EQY 2 | 10.43% | $27.95 | $39.39 | +40.93% | Added +3.63% |
DFSV DIM US SMALL CAP VALUE | 6.67% | $30.11 | $40.29 | +33.79% | Added +1.16% |
DUHP DIM US HIGH PROFITABILITY | 6.57% | $34.37 | $42.39 | +23.33% | Added +1.94% |
DFAX DIM WORLD EX U.S. CORE EQY 2 | 3.95% | $26.69 | $38.13 | +42.86% | Added +0.92% |
DFEM DIM EMRGNG MKTS CORE EQY 2 | 3.94% | $27.30 | $39.90 | +46.15% | Trimmed -2.07% |
DIHP DIM INTL HIGH PROFITABILITY | 3.54% | $27.31 | $35.75 | +30.89% | Added +4.35% |
DISV DIM INTL SMALL CAP VALUE | 3.38% | $28.99 | $44.49 | +53.47% | Added +4.72% |
DFSD DIM SHORT-DURATION FIXED INC | 2.26% | $47.62 | $47.31 | -0.65% | Trimmed -0.05% |
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