DL
DOHJ LLC Portfolio holdings
AUM
$344M
This Quarter Return
+6.04%
1 Year Return
+10.21%
3 Year Return
+51.53%
5 Year Return
+70.88%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.87M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.24M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$6.5M |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
$6.19M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Communication Services | 5.52% |
| 3 | Healthcare | 5.37% |
| 4 | Financials | 4.96% |
| 5 | Consumer Discretionary | 3.85% |
