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
$224M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$3.3M
3 +$974K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$412K
5
VB icon
Vanguard Small-Cap ETF
VB
+$345K

Top Sells

1 +$2.07M
2 +$1.03M
3 +$956K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$821K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$772K

Sector Composition

1 Technology 10.5%
2 Consumer Discretionary 5.48%
3 Financials 3.75%
4 Industrials 3.43%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,918