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
51
$452K 0.17%
1,953
52
$444K 0.17%
1,579
+15
53
$439K 0.17%
3,892
54
$430K 0.16%
765
55
$401K 0.15%
2,196
-596
56
$397K 0.15%
+4,736
57
$384K 0.14%
49,788
+1,000
58
$381K 0.14%
2,455
+63
59
$379K 0.14%
1,148
-651
60
$355K 0.13%
2,648
+910
61
$347K 0.13%
1,464
-21
62
$320K 0.12%
+3,375
63
$313K 0.12%
2,581
+10
64
$294K 0.11%
+3,493
65
$289K 0.11%
2,016
-616
66
$272K 0.1%
819
-50
67
$263K 0.1%
536
-207
68
$258K 0.1%
+800
69
$250K 0.09%
+3,317
70
$248K 0.09%
5,700
-2,000
71
$245K 0.09%
5,581
+4
72
$234K 0.09%
+1,551
73
$233K 0.09%
+5,933
74
$201K 0.08%
+3,000
75
$139K 0.05%
10,257
1 2
3
4 5