DAM
Doheny Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
+13.55%
1 Year Return
+18.72%
3 Year Return
+131.17%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+9.5%)
Cap. Flow
+$751K
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
32.29%
Holding
100
New
9
Increased
19
Reduced
52
Closed
4
Top Buys
| 1 |
BRMK
Broadmark Realty Capital Inc. Common Stock
BRMK
|
$1.46M |
| 2 |
US Bancorp
USB
|
$1.24M |
| 3 |
Advanced Micro Devices
AMD
|
$1.21M |
| 4 |
Archrock
AROC
|
$1.09M |
| 5 |
DocuSign
DOCU
|
$619K |
Top Sells
| 1 |
Energous
WATT
|
$971K |
| 2 |
Boeing
BA
|
$959K |
| 3 |
Microchip Technology
MCHP
|
$780K |
| 4 |
Gilead Sciences
GILD
|
$520K |
| 5 |
Apple
AAPL
|
$495K |
Sector Composition
| 1 | Technology | 26.42% |
| 2 | Real Estate | 13.8% |
| 3 | Healthcare | 12.82% |
| 4 | Energy | 10.8% |
| 5 | Financials | 9.96% |
