DIM

DLK Investment Management Portfolio holdings

AUM $253M
1-Year Est. Return 15.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$863K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$390K
3
+$315K
4
FCX icon
Freeport-McMoran
FCX
+$257K
5
MRVL icon
Marvell Technology
MRVL
+$257K

Top Sells

1
+$7.13M
2
+$3.18M
3
+$1.13M
4
MSFT icon
Microsoft
MSFT
+$735K
5
TSLA icon
Tesla
TSLA
+$714K

Sector Composition

1 Technology 22.86%
2 Industrials 14.01%
3 Healthcare 13.92%
4 Financials 13.54%
5 Consumer Staples 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 1.69%
65,528
-604
27
$4.46M 1.68%
66,584
-373
28
$4.44M 1.67%
26,694
+1,109
29
$4.35M 1.64%
12,333
+621
30
$4.21M 1.59%
31,251
+457
31
$4.19M 1.58%
22,360
+414
32
$3.97M 1.5%
8,367
+50
33
$3.97M 1.5%
101,301
+2,057
34
$3.84M 1.45%
8,393
-11
35
$2.84M 1.07%
15,467
-102
36
$2.76M 1.04%
169,946
+209
37
$2.72M 1.02%
22,680
-760
38
$1.47M 0.56%
4,901
39
$1.23M 0.46%
13,630
-5,497
40
$1.04M 0.39%
4,270
+988
41
$1.04M 0.39%
1,684
42
$1M 0.38%
5,248
43
$949K 0.36%
5,154
44
$889K 0.33%
3,150
+256
45
$649K 0.24%
1,291
+100
46
$549K 0.21%
965
-5
47
$525K 0.2%
2,580
+12
48
$505K 0.19%
1,349
49
$480K 0.18%
2,345
-5
50
$476K 0.18%
25,000
-500
1
2
3 4 5