DC
Defender Capital Portfolio holdings
AUM
$295M
This Quarter Return
+11.46%
1 Year Return
+53.43%
3 Year Return
+101.94%
5 Year Return
+160.32%
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+3.2%)
Cap. Flow
-$18.9M
Cap. Flow
% of AUM
-6.42%
Top 10 Holdings %
Top 10 Hldgs %
88.49%
Holding
41
New
5
Increased
9
Reduced
15
Closed
5
Top Buys
| 1 |
Palantir
PLTR
|
$3.63M |
| 2 |
Intel
INTC
|
$1.54M |
| 3 |
Chevron
CVX
|
$631K |
| 4 |
Monster Beverage
MNST
|
$494K |
| 5 |
NVIDIA
NVDA
|
$366K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.62M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.69M |
| 3 |
Danaher
DHR
|
$2.69M |
| 4 |
Fortive
FTV
|
$2.66M |
| 5 |
Teledyne Technologies
TDY
|
$1.8M |
Sector Composition
| 1 | Healthcare | 24.37% |
| 2 | Technology | 20.63% |
| 3 | Financials | 14.27% |
| 4 | Consumer Staples | 10.66% |
| 5 | Industrials | 9.6% |
