DL
DOHJ LLC Portfolio holdings
AUM
$344M
This Quarter Return
+7.87%
1 Year Return
+10.21%
3 Year Return
+51.53%
5 Year Return
+70.88%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+20%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
11.55%
Top 10 Holdings %
Top 10 Hldgs %
44.09%
Holding
89
New
11
Increased
41
Reduced
31
Closed
2
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.09M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.93M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$2.51M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.43M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.4M |
Sector Composition
| 1 | Technology | 8.08% |
| 2 | Financials | 4.87% |
| 3 | Industrials | 4.7% |
| 4 | Consumer Discretionary | 4.13% |
| 5 | Healthcare | 3.6% |
