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DIS

Diversified Investment Strategies Portfolio holdings

AUM $157M
1-Year Est. Return 24.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$293K
3
+$242K
4
LAKE icon
Lakeland Industries
LAKE
+$218K
5
PYPL icon
PayPal
PYPL
+$211K

Top Sells

1
+$525K
2
+$333K
3
+$182K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$89.7K
5
WMT icon
Walmart Inc
WMT
+$59.7K

Sector Composition

1 Energy 15.99%
2 Consumer Discretionary 14.39%
3 Technology 13.34%
4 Industrials 12.82%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$988K 0.65%
94,000
27
$960K 0.63%
335,608
28
$949K 0.62%
1,735
+320
29
$848K 0.56%
4,796
30
$814K 0.53%
55,000
+15,000
31
$730K 0.48%
4,361
+600
32
$723K 0.47%
8,157
-295
33
$704K 0.46%
85,000
+5,000
34
$590K 0.39%
2,777
35
$544K 0.36%
5,764
-275
36
$473K 0.31%
2,235
+365
37
$460K 0.3%
8,054
38
$434K 0.28%
54
39
$419K 0.27%
614
40
$416K 0.27%
14,284
-510
41
$400K 0.26%
1,220
42
$396K 0.26%
1,555
-805
43
$372K 0.24%
9,200
+1,375
44
$352K 0.23%
11,036
-540
45
$324K 0.21%
12,317
-750
46
$284K 0.19%
+11,460
47
$282K 0.18%
12,020
48
$264K 0.17%
2,550
49
$211K 0.14%
1,358
-135
50
$206K 0.13%
+1,150
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