DIS

Diversified Investment Strategies Portfolio holdings

AUM $148M
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.11M
3 +$1.81M
4
NAME
Rightside Group, Ltd.
NAME
+$328K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$317K

Top Sells

1 +$1.13M
2 +$1.12M
3 +$887K
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$708K
5
GS icon
Goldman Sachs
GS
+$641K

Sector Composition

1 Technology 18.91%
2 Industrials 14.57%
3 Consumer Staples 10.7%
4 Financials 9.28%
5 Consumer Discretionary 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,350