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
$220M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$12.1M
3 +$9.27M
4
COST icon
Costco
COST
+$8.54M
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$18.7K 0.01%
+38,262
102
$17.9K 0.01%
+21,500
103
$14K 0.01%
+767
104
$11.7K 0.01%
+89,000
105
$11.5K 0.01%
+833
106
$3.29K ﹤0.01%
+122