DAM

Doheny Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 30.74%
This Quarter Est. Return
1 Year Est. Return
+30.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.13M
3
+$1.14M
4
LMT icon
Lockheed Martin
LMT
+$1.06M
5
GILD icon
Gilead Sciences
GILD
+$763K

Top Sells

1
+$2.43M
2
+$1.93M
3
+$1.1M
4
DS
Drive Shack Inc.
DS
+$966K
5
WFM
Whole Foods Market Inc
WFM
+$838K

Sector Composition

1 Energy 19.61%
2 Healthcare 16.44%
3 Technology 15.47%
4 Industrials 12.34%
5 Real Estate 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.01%
750
102
– –
-6,178
103
$0 ﹤0.01%
17,500
1 2 3 4
5