DIM

DLK Investment Management Portfolio holdings

AUM $265M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$7.13M
2 +$5.57M
3 +$4.63M
4
AVGO icon
Broadcom
AVGO
+$496K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$402K

Top Sells

1 +$3.51M
2 +$3.1M
3 +$299K
4
GE icon
GE Aerospace
GE
+$278K
5
EBAY icon
eBay
EBAY
+$217K

Sector Composition

1 Technology 21.94%
2 Financials 16.45%
3 Industrials 13.82%
4 Consumer Staples 13.43%
5 Healthcare 12.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.8T
$496K 0.19%
+1,799
ETN icon
52
Eaton
ETN
$132B
$482K 0.18%
1,349
AMAT icon
53
Applied Materials
AMAT
$215B
$430K 0.16%
2,350
+14
SNAP icon
54
Snap
SNAP
$13.3B
$424K 0.16%
48,788
+3,000
XOM icon
55
Exxon Mobil
XOM
$494B
$420K 0.16%
3,892
+670
CRM icon
56
Salesforce
CRM
$236B
$405K 0.15%
1,485
+393
REGN icon
57
Regeneron Pharmaceuticals
REGN
$76B
$402K 0.15%
+765
PLTR icon
58
Palantir
PLTR
$424B
$381K 0.14%
+2,792
CRWD icon
59
CrowdStrike
CRWD
$129B
$378K 0.14%
+743
ABBV icon
60
AbbVie
ABBV
$404B
$363K 0.14%
1,953
SHOP icon
61
Shopify
SHOP
$211B
$350K 0.13%
3,030
CVX icon
62
Chevron
CVX
$304B
$343K 0.13%
2,392
+1
ORCL icon
63
Oracle
ORCL
$611B
$342K 0.13%
1,564
+10
ABNB icon
64
Airbnb
ABNB
$73.3B
$340K 0.13%
2,571
RIOT icon
65
Riot Platforms
RIOT
$5.8B
$288K 0.11%
25,500
SHAK icon
66
Shake Shack
SHAK
$3.23B
$278K 0.11%
+1,976
AXP icon
67
American Express
AXP
$256B
$277K 0.1%
869
+32
JBHT icon
68
JB Hunt Transport Services
JBHT
$17.9B
$250K 0.09%
1,738
HOOD icon
69
Robinhood
HOOD
$123B
$246K 0.09%
+2,632
VZ icon
70
Verizon
VZ
$174B
$241K 0.09%
5,577
-50
RNA icon
71
Avidity Biosciences
RNA
$10.8B
$219K 0.08%
7,700
+100
ZIM icon
72
ZIM Integrated Shipping Services
ZIM
$2.46B
$165K 0.06%
10,257
DRIO icon
73
DarioHealth
DRIO
$81.6M
$102K 0.04%
7,583
CIFR icon
74
Cipher Mining
CIFR
$7.9B
$92.3K 0.03%
19,300
+3,000
CRNT icon
75
Ceragon Networks
CRNT
$178M
$74.3K 0.03%
30,200