DIM
DLK Investment Management Portfolio holdings
AUM
$265M
1-Year Return
25.85%
This Quarter Return
+11.17%
1 Year Return
+25.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.92%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$14.4M |
| 2 |
Microsoft
MSFT
|
$12.1M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$9.27M |
| 4 |
Costco
COST
|
$8.54M |
| 5 |
Visa
V
|
$8.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Healthcare | 15.88% |
| 3 | Industrials | 12.35% |
| 4 | Consumer Staples | 11.94% |
| 5 | Financials | 11.91% |
