DA

Dash Acquisitions Portfolio holdings

AUM $472M
1-Year Est. Return 24.24%
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.85M
3
+$2.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.57M
5
META icon
Meta Platforms (Facebook)
META
+$1.51M

Top Sells

1
+$1.82M
2
+$24.3K
3
+$16.2K
4
OPEN icon
Opendoor
OPEN
+$8.75K
5
JNJ icon
Johnson & Johnson
JNJ
+$2.57K

Sector Composition

1 Technology 33.98%
2 Financials 16.97%
3 Communication Services 15.33%
4 Healthcare 13.59%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.6%
8,639
+790
27
$2.18M 0.53%
3,703
+325
28
$1.98M 0.48%
3,991
29
$1.67M 0.41%
11,792
+431
30
$1.6M 0.39%
9,656
+67
31
$1.38M 0.34%
+11,559
32
$1.28M 0.31%
12,648
+513
33
$1.26M 0.31%
110,757
+1,690
34
$1.22M 0.3%
2,236
35
$576K 0.14%
991
36
$534K 0.13%
2,841
37
$495K 0.12%
5,172
38
$437K 0.11%
+1,625
39
$366K 0.09%
685
40
$340K 0.08%
602
-43
41
$329K 0.08%
368
42
$301K 0.07%
20,986
+7,521
43
$289K 0.07%
1,918
44
$286K 0.07%
2,698
45
$271K 0.07%
1,682
-16
46
$262K 0.06%
2,012
47
$261K 0.06%
1,322
-82
48
$257K 0.06%
555
49
$237K 0.06%
1,030
50
$233K 0.06%
+1,502
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