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
51
$2.03M 0.47%
4,793
-3
52
$1.98M 0.46%
77,586
+6,184
53
$1.98M 0.46%
39,872
+2,195
54
$1.9M 0.44%
36,700
+20,587
55
$1.82M 0.42%
5,442
+68
56
$1.81M 0.42%
29,091
-544
57
$1.79M 0.41%
27,647
+1,957
58
$1.79M 0.41%
42,695
-3,237
59
$1.73M 0.4%
11,944
-1,043
60
$1.71M 0.4%
8,964
-23,801
61
$1.66M 0.38%
7,523
+16
62
$1.61M 0.37%
26,247
+449
63
$1.52M 0.35%
6,897
-1,773
64
$1.51M 0.35%
16,954
-96
65
$1.47M 0.34%
1,391
-103
66
$1.47M 0.34%
24,268
-2,645
67
$1.47M 0.34%
8,765
+739
68
$1.46M 0.34%
28,568
+430
69
$1.44M 0.33%
3,568
-96
70
$1.37M 0.32%
2,603
+50
71
$1.34M 0.31%
8,753
-737
72
$1.32M 0.3%
7,243
+125
73
$1.3M 0.3%
8,133
-68
74
$1.25M 0.29%
5,377
+111
75
$1.13M 0.26%
10,156
+397
1 2
3
4 5