DIS
Diversified Investment Strategies Portfolio holdings
AUM
$148M
1-Year Est. Return
17.74%
1 Year Est. Return
+17.74%
AUM
$148M
AUM Growth
+$647K
(+0.44%)
Holding
55
Top Buys
| 1 | +$1.13M | |
| 2 | +$995K | |
| 3 | +$539K | |
| 4 |
Ulta Beauty
ULTA
|
+$358K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$229K |
Top Sells
| 1 | +$4.91M | |
| 2 | +$770K | |
| 3 | +$681K | |
| 4 |
Palantir
PLTR
|
+$270K |
| 5 |
Enterprise Products Partners
EPD
|
+$215K |
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Energy | 15.33% |
| 3 | Consumer Discretionary | 14.25% |
| 4 | Industrials | 12.38% |
| 5 | Consumer Staples | 10.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GAN
51
DELISTED
GAN Ltd
GAN
| – | – |
-435,000
|
|
||
|
52
Palantir
PLTR
$416B
| – | – |
-3,200
|
|
||
53
Tidewater
TDW
$2.38B
| – | – |
-16,000
|
|
||
54
Twin Vee PowerCats
VEEE
$5.19M
| – | – |
-1,200
|
|