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
$211M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$3.86M
2 +$2.79M
3 +$2.19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.18M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.07M

Top Sells

1 +$2.17M
2 +$1.37M
3 +$1.2M
4
INTC icon
Intel
INTC
+$1.18M
5
USMV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-21,556
102
-6,939
103
-2,442
104
-5,737
105
-8,479
106
-3,109
107
-3,923
108
-3,774
109
-2,728
110
-4,780
111
-8,392
112
-2,650
113
-6,983
114
-8,015
115
-7,309
116
-2,155