DSCM

Divisadero Street Capital Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 127.9%
This Quarter Est. Return
1 Year Est. Return
+127.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$948K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.7M
3
+$5.27M
4
MODG icon
Topgolf Callaway Brands
MODG
+$4.5M
5
ARLO icon
Arlo Technologies
ARLO
+$4.47M

Top Sells

1
+$8M
2
+$6.07M
3
+$5.26M
4
RVLV icon
Revolve Group
RVLV
+$4.18M
5
APPS icon
Digital Turbine
APPS
+$4.14M

Sector Composition

1 Consumer Discretionary 43.15%
2 Technology 15.78%
3 Healthcare 15.69%
4 Industrials 14.2%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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