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
$137M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.95M
2 +$2.76M
3 +$1.5M
4
QCOM icon
Qualcomm
QCOM
+$794K
5
FGEN icon
FibroGen
FGEN
+$358K

Top Sells

1 +$3.53M
2 +$2.25M
3 +$1.58M
4
RESN
Resonant Inc.
RESN
+$1.47M
5
RITM icon
Rithm Capital
RITM
+$1.4M

Sector Composition

1 Technology 24.29%
2 Healthcare 16.04%
3 Real Estate 13.25%
4 Energy 12.82%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,900
102
-98,220