DA
Dash Acquisitions Portfolio holdings
AUM
$472M
This Quarter Return
+10.8%
1 Year Return
+24.24%
3 Year Return
+95.58%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+17%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
63.04%
Holding
51
New
8
Increased
25
Reduced
8
Closed
7
Top Buys
| 1 |
Steris
STE
|
$4.48M |
| 2 |
Aon
AON
|
$3.47M |
| 3 |
Danaher
DHR
|
$1.89M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.67M |
| 5 |
Amazon
AMZN
|
$1.25M |
Top Sells
| 1 |
Baxter International
BAX
|
$4.03M |
| 2 |
Mastercard
MA
|
$1.22M |
| 3 |
Microsoft
MSFT
|
$1.02M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$651K |
| 5 |
Nike
NKE
|
$599K |
Sector Composition
| 1 | Technology | 36.13% |
| 2 | Financials | 17.75% |
| 3 | Healthcare | 14.81% |
| 4 | Communication Services | 13.22% |
| 5 | Consumer Staples | 8.31% |