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
$140M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$785K
3 +$229K
4
CRWD icon
CrowdStrike
CRWD
+$223K
5
FANG icon
Diamondback Energy
FANG
+$213K

Top Sells

1 +$1.19M
2 +$1.12M
3 +$856K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$792K
5
ENPH icon
Enphase Energy
ENPH
+$656K

Sector Composition

1 Technology 35.38%
2 Communication Services 11.9%
3 Energy 11.22%
4 Healthcare 9.82%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-49,052
102
-23