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
+$4.68M
(+3.2%)
Holding
52
Top Buys
| 1 | +$686K | |
| 2 | +$293K | |
| 3 | +$242K | |
| 4 |
Lakeland Industries
LAKE
|
+$218K |
| 5 |
PayPal
PYPL
|
+$211K |
Top Sells
| 1 | +$525K | |
| 2 | +$333K | |
| 3 | +$182K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$89.7K |
| 5 |
Walmart Inc
WMT
|
+$59.7K |
Sector Composition
| 1 | Energy | 15.99% |
| 2 | Consumer Discretionary | 14.39% |
| 3 | Technology | 13.34% |
| 4 | Industrials | 12.82% |
| 5 | Consumer Staples | 9.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$4.32T
| – | – |
-3,325
|
|