DAM
Doheny Asset Management Portfolio holdings
AUM
$143M
This Quarter Return
+8.1%
1 Year Return
+18.72%
3 Year Return
+131.17%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
-$2.88M
(-1.3%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-6%
Top 10 Holdings %
Top 10 Hldgs %
40%
Holding
119
New
9
Increased
20
Reduced
51
Closed
11
Top Buys
| 1 |
Wells Fargo
WFC
|
$3.21M |
| 2 |
Exact Sciences
EXAS
|
$2.35M |
| 3 |
Bank of America
BAC
|
$1.74M |
| 4 |
Citigroup
C
|
$1.71M |
| 5 |
Newmark Group
NMRK
|
$1.65M |
Top Sells
| 1 |
IMDZ
Immune Design Corp.
IMDZ
|
$6.33M |
| 2 |
FTR
Frontier Communications Corp.
FTR
|
$3.65M |
| 3 |
BGC Group
BGC
|
$3.01M |
| 4 |
Energous
WATT
|
$2.51M |
| 5 |
Aqua Metals
AQMS
|
$2.13M |
Sector Composition
| 1 | Technology | 24.7% |
| 2 | Financials | 13.24% |
| 3 | Healthcare | 12.62% |
| 4 | Real Estate | 12.28% |
| 5 | Energy | 12.06% |
