DI
DGH Investments Portfolio holdings
AUM
$4.85M
1-Year Return
76.19%
This Quarter Return
+5.81%
1 Year Return
+76.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$71.9M
AUM Growth
-$19.5M
(-21%)
Cap. Flow
-$24.1M
Cap. Flow
% of AUM
-33.5%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$24.1M |
Sector Composition
| 1 | Communication Services | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.92T
| $64.6M | 89.87% |
1,072,916
-400,000
| -27% | -$24.1M |
|
2
Groupon
GRPN
$931M
| $7.29M | 10.13% |
46,477
| – | – |
|