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
51
$953K 0.5%
5,737
-1,368
52
$926K 0.49%
+38,225
53
$922K 0.49%
16,664
+16
54
$898K 0.47%
3,075
-186
55
$897K 0.47%
8,392
-1,101
56
$877K 0.46%
11,100
+3,023
57
$821K 0.43%
9,328
+6,955
58
$777K 0.41%
1,581
+371
59
$766K 0.4%
7,309
-1,354
60
$761K 0.4%
13,797
+8,783
61
$727K 0.38%
4,671
-300
62
$572K 0.3%
1,444
-1
63
$530K 0.28%
3,542
+169
64
$439K 0.23%
2,851
-509
65
$414K 0.22%
3,923
+1,914
66
$412K 0.22%
3,109
+1,436
67
$409K 0.22%
3,418
+76
68
$402K 0.21%
1,645
-3
69
$398K 0.21%
3,774
+1,748
70
$392K 0.21%
3,656
-396
71
$360K 0.19%
840
72
$357K 0.19%
1,224
73
$345K 0.18%
1,503
74
$344K 0.18%
1,789
+11
75
$339K 0.18%
2,155
+30