DAM

Doheny Asset Management Portfolio holdings

AUM $164M
1-Year Est. Return 32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.43M
2 +$1.87M
3 +$1.4M
4
FCX icon
Freeport-McMoran
FCX
+$1.17M
5
PM icon
Philip Morris
PM
+$728K

Top Sells

1 +$4.26M
2 +$515K
3 +$321K
4
SBUX icon
Starbucks
SBUX
+$319K
5
BAC icon
Bank of America
BAC
+$252K

Sector Composition

1 Technology 38.95%
2 Energy 16.79%
3 Communication Services 9.15%
4 Industrials 8.39%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-450
77
-16,242