DC
Defender Capital Portfolio holdings
AUM
$295M
This Quarter Return
-6.09%
1 Year Return
+53.43%
3 Year Return
+101.94%
5 Year Return
+160.32%
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(-7.8%)
Cap. Flow
-$791K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
87.34%
Holding
45
New
2
Increased
13
Reduced
9
Closed
9
Top Buys
| 1 |
STAAR Surgical
STAA
|
$9.62M |
| 2 |
Teledyne Technologies
TDY
|
$7.58M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.47M |
| 4 |
Bloom Energy
BE
|
$3.13M |
| 5 |
Axon Enterprise
AXON
|
$589K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$8.44M |
| 2 |
Costco
COST
|
$7.15M |
| 3 |
Monster Beverage
MNST
|
$6.58M |
| 4 |
Danaher
DHR
|
$1.76M |
| 5 |
Pfizer
PFE
|
$764K |
Sector Composition
| 1 | Healthcare | 34.21% |
| 2 | Technology | 18.68% |
| 3 | Financials | 14.24% |
| 4 | Consumer Staples | 9.06% |
| 5 | Industrials | 6.79% |
