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
$121M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.21M
3 +$1.12M
4
VZ icon
Verizon
VZ
+$1.05M
5
KYNB
Kyntra Bio
KYNB
+$728K

Top Sells

1 +$1.31M
2 +$972K
3 +$949K
4
ENPH icon
Enphase Energy
ENPH
+$949K
5
WORK
Slack Technologies, Inc.
WORK
+$944K

Sector Composition

1 Technology 37.97%
2 Healthcare 17.18%
3 Communication Services 11.1%
4 Real Estate 6.26%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,793
102
-30,370