DL
DOHJ LLC Portfolio holdings
AUM
$344M
This Quarter Return
-0.05%
1 Year Return
+10.21%
3 Year Return
+51.53%
5 Year Return
+70.88%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+11%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
44.59%
Holding
116
New
13
Increased
61
Reduced
20
Closed
17
Top Buys
| 1 |
iShares Russell Top 200 ETF
IWL
|
$3.86M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.79M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$2.19M |
| 4 |
NVIDIA
NVDA
|
$1.91M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.18M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$2.17M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.37M |
| 3 |
Cummins
CMI
|
$1.2M |
| 4 |
Intel
INTC
|
$1.18M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.07M |
Sector Composition
| 1 | Technology | 11.45% |
| 2 | Consumer Discretionary | 6.02% |
| 3 | Financials | 4.12% |
| 4 | Industrials | 3.66% |
| 5 | Communication Services | 3.47% |
