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
$125M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$4.09M
3 +$3.1M
4
BODY
BODY CENTRAL CORP COM STK
BODY
+$1.49M
5
LEAF
Leaf Group Ltd.
LEAF
+$988K

Top Sells

1 +$4.41M
2 +$2.83M
3 +$2.81M
4
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$2.03M
5
INTU icon
Intuit
INTU
+$1.27M

Sector Composition

1 Technology 14.19%
2 Financials 12.09%
3 Industrials 10.41%
4 Consumer Discretionary 5.87%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,500