DIS

Diversified Investment Strategies Portfolio holdings

AUM $153M
1-Year Est. Return 10.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.37%
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 +$470K
2 +$299K
3 +$125K
4
DOUG icon
Douglas Elliman
DOUG
+$75.6K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$74.2K

Top Sells

1 +$3.67M
2 +$229K
3 +$176K
4
MSFT icon
Microsoft
MSFT
+$144K
5
DKS icon
Dick's Sporting Goods
DKS
+$143K

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