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
$120M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$1.56M
3 +$1.08M
4
DATA
Tableau Software, Inc.
DATA
+$939K
5
PBCT
People's United Financial Inc
PBCT
+$866K

Top Sells

1 +$1.74M
2 +$1.35M
3 +$687K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$650K
5
MPT
Medical Properties Trust
MPT
+$636K

Sector Composition

1 Technology 25.46%
2 Healthcare 15.16%
3 Real Estate 12.42%
4 Communication Services 10.55%
5 Energy 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,320