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
$143M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$574K
2 +$324K
3 +$113K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$79.1K
5
DOUG icon
Douglas Elliman
DOUG
+$69.6K

Top Sells

1 +$3.67M
2 +$226K
3 +$167K
4
MSFT icon
Microsoft
MSFT
+$152K
5
DKS icon
Dick's Sporting Goods
DKS
+$147K

Sector Composition

1 Energy 17.86%
2 Technology 15.98%
3 Consumer Discretionary 14.66%
4 Industrials 12.19%
5 Real Estate 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,203