DL
DOHJ LLC Portfolio holdings
AUM
$344M
This Quarter Return
-13.55%
1 Year Return
+10.21%
3 Year Return
+51.53%
5 Year Return
+70.88%
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-8.7%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
7.14%
Top 10 Holdings %
Top 10 Hldgs %
51.43%
Holding
68
New
2
Increased
45
Reduced
8
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$2.48M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$798K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$491K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$464K |
Top Sells
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Consumer Discretionary | 6.55% |
| 3 | Healthcare | 5.71% |
| 4 | Communication Services | 5.13% |
| 5 | Financials | 4.8% |
