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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
$239M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$417K
3
+$306K
4
AXP icon
American Express
AXP
+$240K
5
GS icon
Goldman Sachs
GS
+$219K

Top Sells

1
+$9.55M
2
+$3.93M
3
+$1.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.17M
5
BABA icon
Alibaba
BABA
+$934K

Sector Composition

1 Technology 23.33%
2 Healthcare 14.51%
3 Financials 13.93%
4 Industrials 13.82%
5 Consumer Staples 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-240
102
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-7,500
103
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-4,263
104
– –
-116,722
105
– –
-315,246
106
– –
-10,879
107
– –
-643
108
– –
-13,501
109
– –
-4,571
110
– –
-16,008
111
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-791
112
– –
-12,258
113
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-6,537
114
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-6,450
115
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-5,196
116
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-28,500
117
– –
-917
118
– –
-30,512
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