DI
Decision Investments Portfolio holdings
AUM
$91.4M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$91.4M
AUM Growth
–
Holding
135
Top Buys
| 1 | +$22.3M | |
| 2 | +$4.18M | |
| 3 | +$4.02M | |
| 4 |
iShares Global Tech ETF
IXN
|
+$3.29M |
| 5 |
Amazon
AMZN
|
+$2.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 38.07% |
| 2 | Healthcare | 7.1% |
| 3 | Financials | 5.83% |
| 4 | Communication Services | 5.47% |
| 5 | Consumer Discretionary | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Archer Aviation
ACHR
$5.21B
| $99.3K | 0.11% |
+13,200
|
|
||
127
Nuveen Credit Strategies Income Fund
JQC
$730M
| $96.6K | 0.11% |
+19,250
|
|
||
|
ASG
128
Liberty All-Star Growth Fund
ASG
$320M
| $91.6K | 0.1% |
+17,280
|
|
||
|
GGN
129
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$893M
| $90.6K | 0.1% |
+17,560
|
|
||
|
IGR
130
CBRE Global Real Estate Income Fund
IGR
$746M
| $87.3K | 0.1% |
+19,920
|
|
||
|
NRO
131
Neuberger Real Estate Securities Income Fund Inc
NRO
$193M
| $80.2K | 0.09% |
+26,379
|
|
||
|
CHW
132
Calamos Global Dynamic Income Fund
CHW
$533M
| $79.1K | 0.09% |
+10,680
|
|
||
133
Liberty All-Star Equity Fund
USA
$1.77B
| $74.4K | 0.08% |
+11,840
|
|
||
|
AFCG
134
AFC Gamma
AFCG
$54.5M
| $63.4K | 0.07% |
+22,242
|
|
||
135
B&G Foods
BGS
$424M
| $52.6K | 0.06% |
+12,230
|
|