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
$317M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$1.82M
3 +$1.72M
4
AON icon
Aon
AON
+$1.59M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1 +$2.67M
2 +$613K
3 +$381K
4
ABBV icon
AbbVie
ABBV
+$159K
5
AAPL icon
Apple
AAPL
+$153K

Sector Composition

1 Technology 32.28%
2 Financials 16.42%
3 Communication Services 16.17%
4 Healthcare 14.8%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.06%
+844
52
$150K 0.05%
13,465
-2,179
53
-4,952
54
-11,750
55
-43,824