<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>DFAS filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of DFAS compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>DFAS: filing for 2026-04-30 -- 113 added, 78 dropped, turnover 11%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,081 positions became 2,116: 113 added (0.72% of the fund), 78 dropped (2.05%). Turnover proxy 11%. Largest increases: VIAVI SOLUTIONS INC. 0.12% to 0.23%; TTM TECHNOLOGIES, INC. 0.23% to 0.34%; MAXLINEAR, INC. 0.03% to 0.14%; POWELL INDUSTRIES, INC. 0.12% to 0.21%; FORMFACTOR, INC. 0.12% to 0.21%; IES HOLDINGS, INC. 0.16% to 0.25%. Largest decreases: MKS, INCORPORATED. 0.29% to 0.01%; NEXTPOWER INC. 0.29% to 0.03%; MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.3% to 0.08%; Roivant Sciences Ltd 0.29% to 0.13%; KRATOS DEFENSE &amp;amp; SECURITY SOLUTIONS, INC. 0.35% to 0.19%; MUELLER INDUSTRIES, INC. 0.32% to 0.2%. New: PIPER SANDLER COMPANIES (0.14%), MARA HOLDINGS, INC. (0.08%), OCULAR THERAPEUTIX, INC. (0.04%), Sapiens International Corporation N.V. (0.03%), Ralliant Corp (0.03%), ALIGNMENT HEALTHCARE, INC. (0.03%). Gone: COMERICA INCORPORATED (0.22%), Cadence Bank (0.19%), CHART INDUSTRIES, INC. (0.15%), DAYFORCE, INC. (0.14%), PIPER SANDLER COMPANIES (0.13%), SEALED AIR CORPORATION (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jun 2026 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2026-01-31 -- 91 added, 83 dropped, turnover 8.9%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,073 positions became 2,081: 91 added (1.16% of the fund), 83 dropped (2.25%). Turnover proxy 8.9%. Largest increases: HECLA MINING COMPANY 0.21% to 0.32%; MKS INC. 0.2% to 0.29%; COMPASS, INC 0.09% to 0.18%; REVVITY, INC. 0.09% to 0.16%; BAXTER INTERNATIONAL INC. 0.02% to 0.08%; AMKOR TECHNOLOGY, INC. 0.19% to 0.26%. Largest decreases: CARPENTER TECHNOLOGY CORPORATION 0.29% to 0.08%; ATI INC 0.21% to 0.1%; CORCEPT THERAPEUTICS INCORPORATED 0.18% to 0.09%; E.L.F. BEAUTY, INC. 0.1% to 0.01%; PEGASYSTEMS INC. 0.22% to 0.14%; HIMS &amp;amp; HERS HEALTH, INC. 0.1% to 0.02%. New: PINNACLE FINANCIAL PARTNERS, INC. (0.25%), MODERNA, INC. (0.1%), Cushman &amp;amp; Wakefield Ltd. (0.09%), OPENDOOR TECHNOLOGIES INC. (0.06%), ACM Research Inc (0.05%), BUILDERS FIRSTSOURCE, INC. (0.05%). Gone: CIENA CORPORATION (0.24%), EXACT SCIENCES CORPORATION (0.19%), PINNACLE FINANCIAL PARTNERS, INC. (0.15%), SYNOVUS FINANCIAL CORP. (0.15%), BLOOM ENERGY CORPORATION (0.13%), FRONTIER COMMUNICATIONS PARENT, INC. (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2026 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2025-10-31 -- 73 added, 70 dropped, turnover 10.1%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,070 positions became 2,073: 73 added (0.93% of the fund), 70 dropped (1.74%). Turnover proxy 10.1%. Largest increases: LUMEN TECHNOLOGIES, INC. 0.11% to 0.24%; Roivant Sciences Ltd 0.17% to 0.3%; CIPHER MINING INC. 0.04% to 0.16%; ATI INC 0.1% to 0.21%; KRATOS DEFENSE &amp;amp; SECURITY SOLUTIONS, INC. 0.23% to 0.34%; HECLA MINING COMPANY 0.1% to 0.21%. Largest decreases: SPROUTS FARMERS MARKET, INC. 0.43% to 0.12%; FABRINET 0.32% to 0.18%; Unity Software Inc 0.17% to 0.07%; Somnigroup International Inc. 0.12% to 0.03%; STRIDE, INC. 0.17% to 0.08%; EVERCORE INC. 0.21% to 0.13%. New: SOUTHSTATE BANK CORPORATION (0.21%), ALIGN TECHNOLOGY, INC. (0.1%), AKAMAI TECHNOLOGIES, INC. (0.09%), LUCID GROUP, INC. (0.07%), DICK&apos;S SPORTING GOODS, INC. (0.06%), Waystar Holding Corp (0.05%). Gone: SOUTHSTATE CORPORATION (0.23%), SKECHERS U.S.A., INC. (0.17%), MR. COOPER GROUP INC. (0.15%), GMS INC. (0.12%), LUCID GROUP, INC. (0.11%), DUN &amp;amp; BRADSTREET HOLDINGS, INC. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Dec 2025 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2025-07-31 -- 97 added, 69 dropped, turnover 10%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,042 positions became 2,070: 97 added (1.4% of the fund), 69 dropped (1.17%). Turnover proxy 10%. Largest increases: MP MATERIALS CORP 0.11% to 0.23%; PERMIAN RESOURCES CORPORATION 0.05% to 0.15%; RIOT PLATFORMS, INC. 0.01% to 0.11%; BLOOM ENERGY CORPORATION 0.03% to 0.12%; Roivant Sciences Ltd 0.08% to 0.17%; EVERCORE INC. 0.13% to 0.21%. Largest decreases: AMCOR PLC 0.19% to 0.02%; SPROUTS FARMERS MARKET, INC. 0.57% to 0.43%; AEROVIRONMENT, INC. 0.13% to 0%; MASIMO CORPORATION 0.21% to 0.1%; Credo Technology Group Holding Ltd 0.13% to 0.02%; ATI INC 0.21% to 0.1%. New: THE CAMPBELL&apos;S COMPANY (0.19%), CAVA GROUP, INC. (0.1%), CarMax, Inc. (0.1%), BIOMARIN PHARMACEUTICAL INC. (0.1%), DAVITA INC. (0.08%), THE J. M. SMUCKER COMPANY (0.06%). Gone: UNITED STATES STEEL CORPORATION (0.29%), THE AZEK COMPANY INC. (0.19%), H&amp;amp;E EQUIPMENT SERVICES, INC. (0.1%), CHAMPIONX CORPORATION (0.07%), SpringWorks Therapeutics Inc (0.06%), StepStone Group Inc (0.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Sep 2025 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2025-04-30 -- 59 added, 73 dropped, turnover 10.4%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,056 positions became 2,042: 59 added (1.61% of the fund), 73 dropped (1.55%). Turnover proxy 10.4%. Largest increases: UNITED STATES STEEL CORPORATION 0.15% to 0.29%; A. O. SMITH CORPORATION 0.01% to 0.13%; TOPBUILD CORP. 0.04% to 0.14%; EXACT SCIENCES CORPORATION 0.03% to 0.13%; HUNTINGTON INGALLS INDUSTRIES, INC. 0.11% to 0.21%; LUCID GROUP, INC. 0.03% to 0.12%. Largest decreases: FRESHPET, INC. 0.25% to 0.12%; ONEOK, INC. 0.13% to 0.03%; EXELIXIS, INC. 0.23% to 0.13%; SOUTHSTATE CORPORATION 0.33% to 0.24%; ABERCROMBIE &amp;amp; FITCH CO. 0.19% to 0.11%; Doximity Inc 0.1% to 0.02%. New: AMCOR PLC (0.19%), SKYWORKS SOLUTIONS, INC. (0.12%), TETRA TECH, INC. (0.11%), NVENT ELECTRIC PUBLIC LIMITED COMPANY (0.1%), FLOOR &amp;amp; DECOR HOLDINGS, INC. (0.09%), BIO-TECHNE CORPORATION (0.09%). Gone: BEACON ROOFING SUPPLY, INC. (0.22%), BERRY GLOBAL GROUP, INC. (0.15%), ALTAIR ENGINEERING INC. (0.13%), INARI MEDICAL, INC. (0.11%), PAYCOR HCM, INC. (0.08%), HEARTLAND FINANCIAL USA, INC. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2025-01-31 -- 86 added, 65 dropped, turnover 10%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,035 positions became 2,056: 86 added (1.68% of the fund), 65 dropped (1.7%). Turnover proxy 10%. Largest increases: HF SINCLAIR CORPORATION 0.03% to 0.14%; CHARLES RIVER LABORATORIES INTERNATIONAL, INC. 0.03% to 0.13%; BRUKER CORPORATION 0.01% to 0.1%; Amdocs Limited 0.01% to 0.1%; BRINKER INTERNATIONAL, INC. 0.15% to 0.24%; KYNDRYL HOLDINGS, INC. 0.17% to 0.25%. Largest decreases: SUMMIT MATERIALS, INC. 0.2% to 0.03%; ABERCROMBIE &amp;amp; FITCH CO. 0.31% to 0.19%; TEXAS ROADHOUSE, INC. 0.12% to 0.04%; APPLIED INDUSTRIAL TECHNOLOGIES, INC. 0.31% to 0.24%; SCIENCE APPLICATIONS INTERNATIONAL CORPORATION 0.21% to 0.14%; AAON, INC. 0.24% to 0.18%. New: CORE NATURAL RESOURCES, INC. (0.14%), ONEOK, INC. (0.13%), TELEFLEX INCORPORATED (0.11%), HUNTINGTON INGALLS INDUSTRIES, INC. (0.11%), THE AES CORPORATION (0.11%), EVERUS CONSTRUCTION GROUP, INC. (0.08%). Gone: SOFI TECHNOLOGIES, INC. (0.2%), STERICYCLE, INC. (0.18%), ENLINK MIDSTREAM, LLC (0.15%), CONSOL ENERGY INC. (0.11%), VISTA OUTDOOR INC. (0.1%), SHARKNINJA, INC. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Mar 2025 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2024-10-31 -- 63 added, 81 dropped, turnover 9.7%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,053 positions became 2,035: 63 added (0.7% of the fund), 81 dropped (1.38%). Turnover proxy 9.7%. Largest increases: SPROUTS FARMERS MARKET, INC. 0.34% to 0.43%; EXELIXIS, INC. 0.2% to 0.29%; Procore Technologies Inc 0% to 0.09%; PENUMBRA, INC. 0.05% to 0.14%; HENRY SCHEIN, INC. 0.07% to 0.15%; WYNN RESORTS, LIMITED 0% to 0.07%. Largest decreases: COMFORT SYSTEMS USA, INC. 0.26% to 0.05%; ONTO INNOVATION INC. 0.32% to 0.12%; EVERCORE INC. 0.22% to 0.11%; TIDEWATER INC. 0.17% to 0.09%; ALPHA METALLURGICAL RESOURCES, INC. 0.16% to 0.09%; CLEANSPARK, INC. 0.09% to 0.02%. New: SHIFT4 PAYMENTS INC (0.14%), Elastic N.V. (0.08%), EXPAND ENERGY CORPORATION (0.06%), LYFT, INC. (0.06%), LUMEN TECHNOLOGIES, INC. (0.05%), TEEKAY TANKERS LTD. (0.05%). Gone: SOUTHWESTERN ENERGY COMPANY (0.14%), Coherent Corp. (0.11%), Enerplus Corporation (0.1%), EQT CORPORATION (0.1%), VARONIS SYSTEMS, INC. (0.09%), TEEKAY TANKERS LTD. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Dec 2024 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2024-07-31 -- 82 added, 83 dropped, turnover 9.4%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,054 positions became 2,053: 82 added (1.41% of the fund), 83 dropped (1.56%). Turnover proxy 9.4%. Largest increases: ETSY, INC. 0.01% to 0.1%; SPROUTS FARMERS MARKET, INC. 0.25% to 0.34%; PINNACLE WEST CAPITAL CORPORATION 0.01% to 0.1%; CARPENTER TECHNOLOGY CORPORATION 0.13% to 0.21%; WEX INC. 0.01% to 0.08%; PARSONS CORPORATION 0.1% to 0.17%. Largest decreases: COMFORT SYSTEMS USA, INC. 0.42% to 0.26%; GLAUKOS CORPORATION 0.16% to 0.02%; WEATHERFORD INTERNATIONAL PUBLIC LIMITED COMPANY 0.24% to 0.12%; AMKOR TECHNOLOGY, INC. 0.25% to 0.17%; SELECTIVE INSURANCE GROUP, INC. 0.29% to 0.21%; IDEAYA Biosciences Inc 0.1% to 0.02%. New: MATCH GROUP, INC. (0.14%), SIX FLAGS ENTERTAINMENT CORPORATION (0.1%), EQT CORPORATION (0.1%), AMERICAN AIRLINES GROUP INC. (0.09%), LATTICE SEMICONDUCTOR CORPORATION (0.07%), AUTOLIV, INC. (0.07%). Gone: ENCORE WIRE CORPORATION (0.15%), TENET HEALTHCARE CORPORATION (0.14%), Equitrans Midstream Corporation (0.12%), MASONITE INTERNATIONAL CORPORATION (0.11%), SIX FLAGS ENTERTAINMENT CORPORATION (0.1%), AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2024-04-30 -- 81 added, 80 dropped, turnover 9.6%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,053 positions became 2,054: 81 added (0.9% of the fund), 80 dropped (1.16%). Turnover proxy 9.6%. Largest increases: JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY 0% to 0.14%; BILL HOLDINGS, INC. 0.02% to 0.15%; BERRY GLOBAL GROUP, INC. 0.02% to 0.11%; DENTSPLY SIRONA INC. 0.04% to 0.13%; ATI INC 0.14% to 0.21%; LEAR CORPORATION 0% to 0.07%. Largest decreases: E.L.F. BEAUTY, INC. 0.14% to 0.01%; MURPHY USA INC. 0.24% to 0.12%; WINGSTOP INC. 0.24% to 0.14%; EAGLE MATERIALS INC. 0.32% to 0.23%; FABRINET 0.41% to 0.32%; XPO, INC. 0.13% to 0.05%. New: KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. (0.11%), BORGWARNER INC. (0.1%), LIBERTY BROADBAND CORPORATION (0.08%), SOFI TECHNOLOGIES, INC. (0.06%), Nextracker Inc (0.05%), OLD REPUBLIC INTERNATIONAL CORPORATION (0.04%). Gone: M.D.C. HOLDINGS, INC. (0.17%), COGENT COMMUNICATIONS HOLDINGS, INC. (0.11%), NVENT ELECTRIC PLC (0.11%), PGT INNOVATIONS, INC. (0.1%), TOPBUILD CORP. (0.09%), CALLON PETROLEUM COMPANY (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jun 2024 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2024-01-31 -- 68 added, 91 dropped, turnover 10.1%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,076 positions became 2,053: 68 added (0.6% of the fund), 91 dropped (1.6%). Turnover proxy 10.1%. Largest increases: Affirm Holdings Inc 0.03% to 0.14%; ALPHA METALLURGICAL RESOURCES, INC. 0.16% to 0.26%; ABERCROMBIE &amp;amp; FITCH CO. 0.18% to 0.27%; INSTALLED BUILDING PRODUCTS, INC. 0.16% to 0.25%; EAGLE MATERIALS INC. 0.24% to 0.32%; DoubleVerify Holdings Inc 0.08% to 0.16%. Largest decreases: TECHNIPFMC PLC 0.34% to 0.12%; MURPHY USA INC. 0.43% to 0.24%; SAIA, INC. 0.17% to 0%; PATTERSON-UTI ENERGY, INC. 0.24% to 0.1%; MARRIOTT VACATIONS WORLDWIDE CORPORATION 0.19% to 0.08%; TETRA TECH, INC. 0.12% to 0.03%. New: URANIUM ENERGY CORP. (0.07%), WORTHINGTON STEEL, INC. (0.06%), Hasbro, Inc. (0.05%), ARCADIUM LITHIUM PLC (0.05%), Sharkninja Inc (0.04%), ADVANCE AUTO PARTS, INC. (0.04%). Gone: HOSTESS BRANDS, INC. (0.19%), TOLL BROTHERS, INC. (0.12%), DENBURY INC. (0.12%), SUPER MICRO COMPUTER, INC. (0.1%), Mirati Therapeutics Inc (0.09%), EMCOR GROUP, INC. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Mar 2024 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2023-10-31 -- 60 added, 80 dropped, turnover 10.5%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,096 positions became 2,076: 60 added (0.74% of the fund), 80 dropped (1.3%). Turnover proxy 10.5%. Largest increases: FABRINET 0.23% to 0.34%; PATTERSON-UTI ENERGY, INC. 0.13% to 0.24%; FTI CONSULTING, INC. 0.22% to 0.33%; MURPHY USA INC. 0.34% to 0.43%; ABERCROMBIE &amp;amp; FITCH CO. 0.11% to 0.18%; COMFORT SYSTEMS USA, INC. 0.33% to 0.41%. Largest decreases: SUPER MICRO COMPUTER, INC. 0.23% to 0.1%; TRINET GROUP, INC. 0.26% to 0.15%; AMN HEALTHCARE SERVICES, INC. 0.21% to 0.13%; AXCELIS TECHNOLOGIES, INC. 0.31% to 0.23%; EMCOR GROUP, INC. 0.16% to 0.09%; MASTEC, INC. 0.15% to 0.08%. New: HOWARD HUGHES HOLDINGS INC. (0.09%), GENPACT LIMITED (0.05%), NCR ATLEOS CORPORATION (0.05%), DIGITALBRIDGE GROUP, INC. (0.05%), ROCKET LAB USA, INC. (0.04%), INVESCO LTD. (0.04%). Gone: PDC ENERGY, INC. (0.19%), NATIONAL INSTRUMENTS CORPORATION (0.13%), NEXTIER OILFIELD SOLUTIONS INC. (0.13%), THE HOWARD HUGHES CORPORATION (0.1%), Chinook Therapeutics Inc (0.08%), TRITON INTERNATIONAL LIMITED (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Dec 2023 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2023-07-31 -- 126 added, 61 dropped, turnover 8.6%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,031 positions became 2,096: 126 added (0.87% of the fund), 61 dropped (0.8%). Turnover proxy 8.6%. Largest increases: AXCELIS TECHNOLOGIES, INC. 0.2% to 0.31%; ONTO INNOVATION INC. 0.23% to 0.32%; RAMBUS INC. 0.29% to 0.36%; BEACON ROOFING SUPPLY, INC. 0.18% to 0.23%; SUPER MICRO COMPUTER, INC. 0.18% to 0.23%; POWER INTEGRATIONS, INC. 0.23% to 0.28%. Largest decreases: CROCS, INC. 0.29% to 0.11%; TRITON INTERNATIONAL LIMITED 0.24% to 0.07%; UNIVAR SOLUTIONS INC. 0.15% to 0.05%; EXLSERVICE HOLDINGS, INC. 0.34% to 0.24%; PRIMERICA, INC. 0.23% to 0.15%; PNM RESOURCES, INC. 0.19% to 0.11%. New: OPENDOOR TECHNOLOGIES INC. (0.06%), nCino Inc (0.05%), BGC GROUP, INC. (0.04%), CORE LABORATORIES INC. (0.04%), KNIFE RIVER CORPORATION (0.04%), ATLANTA BRAVES HOLDINGS, INC. (0.04%). Gone: EVOQUA WATER TECHNOLOGIES CORP. (0.17%), AEROJET ROCKETDYNE HOLDINGS, INC. (0.15%), HESKA CORPORATION (0.05%), ADVANCED DRAINAGE SYSTEMS, INC. (0.05%), BGC PARTNERS, INC. (0.04%), PENSKE AUTOMOTIVE GROUP, INC. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Sep 2023 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2023-04-30 -- 83 added, 70 dropped, turnover 11%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,018 positions became 2,031: 83 added (0.4% of the fund), 70 dropped (1.69%). Turnover proxy 11%. Largest increases: LANTHEUS HOLDINGS, INC. 0.16% to 0.25%; COLUMBIA BANKING SYSTEM, INC. 0.09% to 0.17%; FASTLY, INC. 0.03% to 0.1%; SUPER MICRO COMPUTER, INC. 0.11% to 0.18%; E.L.F. BEAUTY, INC. 0.08% to 0.15%; INTER PARFUMS, INC. 0.15% to 0.21%. Largest decreases: MASTEC, INC. 0.31% to 0.14%; VALMONT INDUSTRIES, INC. 0.29% to 0.13%; NEXSTAR MEDIA GROUP, INC. 0.28% to 0.13%; SAIA, INC. 0.35% to 0.21%; PENSKE AUTOMOTIVE GROUP, INC. 0.17% to 0.04%; EMCOR GROUP, INC. 0.31% to 0.18%. New: Crane Co (0.06%), Avidxchange Holdings Inc (0.03%), Madison Square Garden Entertainment Corp (0.03%), CORSAIR GAMING, INC. (0.02%), E2OPEN PARENT HOLDINGS, INC. (0.02%), PETCO HEALTH AND WELLNESS COMPANY, INC. (0.01%). Gone: LATTICE SEMICONDUCTOR CORPORATION (0.19%), WILLSCOT MOBILE MINI HOLDINGS CORP. (0.15%), Regal Rexnord Corporation (0.14%), BUILDERS FIRSTSOURCE, INC. (0.14%), UMPQUA HOLDINGS CORPORATION (0.14%), IAA, INC. (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Jun 2023 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2023-01-31 -- 103 added, 78 dropped, turnover 9.6%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>1,993 positions became 2,018: 103 added (0.59% of the fund), 78 dropped (0.78%). Turnover proxy 9.6%. Largest increases: Transocean Ltd. 0.05% to 0.14%; CROCS, INC. 0.18% to 0.27%; TEMPUR SEALY INTERNATIONAL, INC. 0.15% to 0.23%; NEW YORK COMMUNITY BANCORP, INC. 0.12% to 0.2%; PVH CORP. 0.07% to 0.14%; AXCELIS TECHNOLOGIES, INC. 0.1% to 0.17%. Largest decreases: ANTERO RESOURCES CORPORATION 0.23% to 0.06%; DARLING INGREDIENTS INC. 0.17% to 0.01%; HF SINCLAIR CORPORATION 0.16% to 0.02%; CHART INDUSTRIES, INC. 0.35% to 0.21%; MURPHY USA INC. 0.5% to 0.36%; BUILDERS FIRSTSOURCE, INC. 0.26% to 0.14%. New: HERTZ GLOBAL HOLDINGS, INC. (0.04%), TELADOC HEALTH, INC. (0.04%), Alight Inc (0.03%), RXO, INC. (0.03%), SITIO ROYALTIES CORP. (0.03%), NEWELL BRANDS INC. (0.03%). Gone: FLAGSTAR BANCORP, INC. (0.08%), SWITCH, INC. (0.08%), FIRST SOLAR, INC. (0.06%), UNITED THERAPEUTICS CORPORATION (0.05%), FIRST CITIZENS BANCSHARES, INC. (0.04%), BJ&apos;S WHOLESALE CLUB HOLDINGS, INC. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Mar 2023 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2022-10-31 -- 91 added, 76 dropped, turnover 9.4%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>1,978 positions became 1,993: 91 added (0.77% of the fund), 76 dropped (0.85%). Turnover proxy 9.4%. Largest increases: SELECTIVE INSURANCE GROUP, INC. 0.24% to 0.32%; MEDPACE HOLDINGS, INC. 0.2% to 0.27%; HALOZYME THERAPEUTICS, INC. 0.06% to 0.13%; CALIX, INC. 0.19% to 0.26%; MURPHY OIL CORPORATION 0.15% to 0.22%; RLI CORP. 0.25% to 0.31%. Largest decreases: Regal Rexnord Corporation 0.34% to 0.22%; Azenta, Inc. 0.19% to 0.09%; Owens &amp;amp; Minor, Inc. 0.16% to 0.07%; TENET HEALTHCARE CORPORATION 0.27% to 0.17%; SYNAPTICS INCORPORATED 0.23% to 0.13%; LATTICE SEMICONDUCTOR CORPORATION 0.33% to 0.25%. New: PERMIAN RESOURCES CORPORATION (0.09%), SPX TECHNOLOGIES, INC. (0.08%), Coherent Corp. (0.06%), Stellar Bancorp, Inc. (0.06%), NOBLE CORPORATION PLC (0.05%), PowerSchool Holdings Inc (0.03%). Gone: MANTECH INTERNATIONAL CORPORATION (0.11%), II-VI INCORPORATED (0.08%), SPX CORPORATION (0.08%), CENTENNIAL RESOURCE DEVELOPMENT, INC. (0.06%), Covetrus Inc (0.06%), XPERI HOLDING CORPORATION (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Dec 2022 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2022-07-31 -- 117 added, 169 dropped, turnover 11.2%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,030 positions became 1,978: 117 added (0.84% of the fund), 169 dropped (2.85%). Turnover proxy 11.2%. Largest increases: H &amp;amp; R BLOCK, INC. 0.06% to 0.16%; BWX TECHNOLOGIES, INC. 0.01% to 0.1%; MACY&apos;S, INC. 0.02% to 0.11%; ACUITY BRANDS, INC. 0.06% to 0.14%; CHORD ENERGY CORPORATION 0.08% to 0.16%; MURPHY USA INC. 0.4% to 0.47%. Largest decreases: AVIS BUDGET GROUP, INC. 0.33% to 0.01%; DARLING INGREDIENTS INC. 0.46% to 0.16%; ROGERS CORPORATION 0.22% to 0.01%; HELEN OF TROY LIMITED 0.29% to 0.17%; LITHIA MOTORS, INC. 0.32% to 0.21%; BUILDERS FIRSTSOURCE, INC. 0.41% to 0.31%. New: R1 RCM HOLDCO INC. (0.1%), QUIDELORTHO CORPORATION (0.09%), ADTRAN HOLDINGS, INC. (0.08%), CRANE HOLDINGS, CO. (0.05%), Leslie&apos;s Inc (0.05%), PENUMBRA, INC. (0.03%). Gone: VONAGE HOLDINGS CORP. (0.22%), SANDERSON FARMS, INC. (0.21%), LHC GROUP, INC. (0.17%), CMC MATERIALS, INC. (0.16%), MERITOR, INC. (0.15%), EQT CORPORATION (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Sep 2022 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2022-04-30 -- 85 added, 89 dropped, turnover 11.8%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,034 positions became 2,030: 85 added (1.05% of the fund), 89 dropped (2.4%). Turnover proxy 11.8%. Largest increases: WEBSTER FINANCIAL CORPORATION 0.08% to 0.26%; RANGE RESOURCES CORPORATION 0.23% to 0.37%; SOUTHWESTERN ENERGY COMPANY 0.15% to 0.29%; LANTHEUS HOLDINGS, INC. 0.07% to 0.2%; ANTERO RESOURCES CORPORATION 0.14% to 0.25%; CHART INDUSTRIES, INC. 0.19% to 0.3%. Largest decreases: HUNTINGTON BANCSHARES INCORPORATED 0.22% to 0.06%; STERIS PUBLIC LIMITED COMPANY 0.15% to 0.01%; GENERAC HOLDINGS INC. 0.19% to 0.05%; SAIA, INC. 0.42% to 0.3%; Regal Rexnord Corporation 0.46% to 0.35%; CROCS, INC. 0.32% to 0.21%. New: HF SINCLAIR CORPORATION (0.11%), ENOVIS CORPORATION (0.09%), AUTOLIV, INC. (0.08%), ACADEMY SPORTS AND OUTDOORS, INC. (0.08%), ESAB Corp (0.06%), GENTEX CORPORATION (0.04%). Gone: STERLING BANCORP (0.21%), SPX FLOW, INC. (0.16%), COLFAX CORPORATION (0.15%), ARENA PHARMACEUTICALS, INC. (0.13%), Coterra Energy Inc. (0.11%), INVESTORS BANCORP, INC. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2022-01-31 -- 76 added, 50 dropped, turnover 8.2%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>2,008 positions became 2,034: 76 added (0.42% of the fund), 50 dropped (1.19%). Turnover proxy 8.2%. Largest increases: INDEPENDENT BANK CORP. 0.11% to 0.2%; COCA-COLA CONSOLIDATED, INC. 0.14% to 0.22%; MURPHY USA INC. 0.23% to 0.31%; BUILDERS FIRSTSOURCE, INC. 0.43% to 0.51%; LOUISIANA-PACIFIC CORPORATION 0.3% to 0.37%; ONTO INNOVATION INC. 0.24% to 0.3%. Largest decreases: CROCS, INC. 0.47% to 0.32%; GENERAC HOLDINGS INC. 0.32% to 0.19%; DARLING INGREDIENTS INC. 0.57% to 0.44%; RH 0.24% to 0.15%; NEOGENOMICS, INC. 0.14% to 0.07%; LATTICE SEMICONDUCTOR CORPORATION 0.39% to 0.32%. New: FIRSTCASH HOLDINGS, INC. (0.14%), CIVITAS RESOURCES, INC. (0.04%), Douglas Elliman Inc (0.03%), WEX INC. (0.03%), CASEY&apos;S GENERAL STORES, INC. (0.02%), WOODWARD, INC. (0.02%). Gone: FIRSTCASH, INC. (0.18%), DOMTAR CORPORATION (0.13%), MAGELLAN HEALTH, INC. (0.1%), ECHO GLOBAL LOGISTICS, INC. (0.08%), COVANTA HOLDING CORPORATION (0.08%), MEREDITH CORPORATION (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 31 Mar 2022 12:00:00 GMT</pubDate></item><item><title>DFAS: filing for 2021-10-31 -- 133 added, 117 dropped, turnover 9.9%</title><link>https://themulden.com/funds/dfas/</link><guid isPermaLink="true">https://themulden.com/funds/dfas/</guid><description>1,992 positions became 2,008: 133 added (1.52% of the fund), 117 dropped (2.07%). Turnover proxy 9.9%. Largest increases: AVIS BUDGET GROUP, INC. 0.17% to 0.35%; PERRIGO COMPANY PUBLIC LIMITED COMPANY 0.01% to 0.17%; Regal Rexnord Corporation 0.31% to 0.43%; EXELIXIS, INC. 0.01% to 0.12%; SAIA, INC. 0.34% to 0.45%; Coterra Energy Inc. 0% to 0.11%. Largest decreases: AMERICAN EAGLE OUTFITTERS, INC. 0.3% to 0.2%; LITHIA MOTORS, INC. 0.46% to 0.35%; LHC GROUP, INC. 0.22% to 0.13%; Shenandoah Telecommunications Company 0.13% to 0.07%; SURGERY PARTNERS, INC. 0.16% to 0.1%; Owens &amp;amp; Minor, Inc. 0.22% to 0.16%. New: Cadence Bank (0.23%), ZURN WATER SOLUTIONS CORPORATION (0.14%), INARI MEDICAL, INC. (0.1%), Trinseo S.A. (0.09%), Iovance Biotherapeutics Inc (0.08%), Kodiak Sciences Inc (0.07%). Gone: MICROSTRATEGY INCORPORATED (0.24%), REXNORD CORPORATION (0.23%), STAMPS.COM INC. (0.23%), BANCORPSOUTH BANK (0.14%), CORE-MARK HOLDING COMPANY, INC. (0.12%), SYKES ENTERPRISES, INCORPORATED (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Dec 2021 12:00:00 GMT</pubDate></item></channel></rss>