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
$169M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.57M
3
+$1.68M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.1M

Top Sells

1
+$4.61M
2
+$3.73M
3
+$2.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.87M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.07M

Sector Composition

1 Technology 10.44%
2 Consumer Discretionary 7.08%
3 Healthcare 5.31%
4 Communication Services 4.43%
5 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.15%
3,826
-972
77
$247K 0.15%
1,252
-40
78
$243K 0.14%
1,676
-150
79
$231K 0.14%
+3,321
80
$221K 0.13%
710
81
$218K 0.13%
+768
82
$210K 0.12%
+4,305
83
– –
-2,697
84
– –
-770
1 2 3
4