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
$172M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.28M
3 +$1.25M
4
FI icon
Fiserv
FI
+$1.13M
5
YUM icon
Yum! Brands
YUM
+$1.1M

Top Sells

1 +$2.25M
2 +$1.83M
3 +$1.77M
4
CLX icon
Clorox
CLX
+$1.73M
5
PLD icon
Prologis
PLD
+$1.57M

Sector Composition

1 Technology 12.19%
2 Consumer Discretionary 6.01%
3 Industrials 4.97%
4 Communication Services 4.32%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,305