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
51
$230K 0.06%
1,072
52
$224K 0.05%
1,200
53
$222K 0.05%
1,960
-2
54
$221K 0.05%
2,620
+16
55
$217K 0.05%
+3,615
56
$216K 0.05%
+286
57
$17.5K ﹤0.01%
10,000
-5,000
58
– –
-24,852
1 2
3