DL

DOHJ LLC Portfolio holdings

AUM $344M
1-Year Est. Return 10.21%
This Quarter Est. Return
1 Year Est. Return
+10.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.87M
3 +$2.67M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.75M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.37M

Sector Composition

1 Technology 11.52%
2 Consumer Discretionary 5.77%
3 Industrials 4.29%
4 Financials 3.84%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.2M 1.16%
65,358
-4,830
27
$2.17M 1.14%
8,479
+5,351
28
$2.16M 1.14%
16,071
+7,009
29
$2.11M 1.11%
8,636
-547
30
$2.09M 1.1%
13,525
-669
31
$2M 1.05%
45,112
+39,449
32
$1.94M 1.02%
11,774
-1,412
33
$1.92M 1.01%
6,911
-636
34
$1.9M 1%
94,920
-10,880
35
$1.66M 0.88%
30,753
-2,291
36
$1.57M 0.82%
13,919
+131
37
$1.48M 0.78%
6,525
+3
38
$1.46M 0.77%
2,969
-336
39
$1.38M 0.73%
10,049
+5,367
40
$1.38M 0.72%
3,960
-611
41
$1.37M 0.72%
21,556
+13,730
42
$1.36M 0.72%
3,318
-75
43
$1.34M 0.7%
11,628
+1,422
44
$1.31M 0.69%
23,000
-3,302
45
$1.2M 0.63%
16,332
-23
46
$1.18M 0.62%
6,701
-1,867
47
$1.12M 0.59%
4,621
+128
48
$1.08M 0.57%
7,301
-202
49
$1.06M 0.56%
9,514
-186
50
$1.06M 0.56%
16,521
-888