DIS
Diversified Investment Strategies Portfolio holdings
AUM
$153M
1-Year Est. Return
10.37%
This Fund
S&P 500
1 Year Est. Return
+10.37%
AUM
$153M
AUM Growth
-$4.79K
(-0%)
Holding
52
Top Buys
| 1 | +$1.07M | |
| 2 | +$322K | |
| 3 | +$131K | |
| 4 |
Exxon Mobil
XOM
|
+$101K |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$82.4K |
Top Sells
| 1 | +$498K | |
| 2 | +$351K | |
| 3 | +$347K | |
| 4 |
St. Joe Company
JOE
|
+$330K |
| 5 |
Walmart Inc
WMT
|
+$234K |
Sector Composition
| 1 | Energy | 16.99% |
| 2 | Technology | 12.13% |
| 3 | Consumer Discretionary | 12.13% |
| 4 | Industrials | 11.39% |
| 5 | Real Estate | 11.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$376B
| – | – |
-1,358
|
|