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
$160M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$476K
2 +$201K
3 +$201K
4
SMB icon
VanEck Short Muni ETF
SMB
+$183K
5
COST icon
Costco
COST
+$148K

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 7.71%
3 Healthcare 5.91%
4 Communication Services 4.58%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.15%
650
77
$231K 0.14%
1,400
78
$202K 0.13%
710
-250
79
$200K 0.13%
+770
80
-10,118
81
-5,320