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
$433M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$3.5M
3
+$2.32M
4
AMZN icon
Amazon
AMZN
+$2.04M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.06M

Top Sells

1
+$4.72M
2
+$4.54M
3
+$2.99M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.81M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.54M

Sector Composition

1 Technology 8.44%
2 Consumer Discretionary 3.8%
3 Financials 3.69%
4 Healthcare 2.55%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.96%
13,204
+337
27
$4.05M 0.94%
21,399
+988
28
$3.78M 0.87%
141,462
+10,019
29
$3.28M 0.76%
3,577
+106
30
$3.07M 0.71%
31,660
+872
31
$2.98M 0.69%
67,214
+13,956
32
$2.94M 0.68%
16,513
+208
33
$2.94M 0.68%
57,762
-6,278
34
$2.89M 0.67%
55,000
+1,207
35
$2.8M 0.65%
6,305
+115
36
$2.73M 0.63%
36,083
+5,926
37
$2.68M 0.62%
23,241
-1,620
38
$2.56M 0.59%
14,023
-332
39
$2.56M 0.59%
4,372
+219
40
$2.51M 0.58%
3,993
+261
41
$2.51M 0.58%
5,034
+26
42
$2.5M 0.58%
5,508
+2
43
$2.45M 0.57%
6,303
+1,297
44
$2.45M 0.57%
48,471
-11,508
45
$2.42M 0.56%
4,789
+97
46
$2.34M 0.54%
53,316
+1,345
47
$2.34M 0.54%
9,764
+416
48
$2.34M 0.54%
11,579
+78
49
$2.33M 0.54%
24,097
+5,209
50
$2.22M 0.51%
52,837
-1,518
1
2
3 4 5