DSA
Droms Strauss Advisors Portfolio holdings
AUM
$326M
This Quarter Return
+14.32%
1 Year Return
+13.24%
3 Year Return
+59.6%
5 Year Return
+97.29%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+20%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
77.88%
Holding
44
New
11
Increased
8
Reduced
22
Closed
1
Top Buys
| 1 |
WBC
WABCO HOLDINGS INC.
WBC
|
$4.69M |
| 2 |
KLA
KLAC
|
$3.59M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$2.52M |
| 4 |
Boeing
BA
|
$1.31M |
| 5 |
Apple
AAPL
|
$972K |
Top Sells
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Consumer Discretionary | 3.92% |
| 3 | Industrials | 1.51% |
| 4 | Financials | 0.63% |
| 5 | Healthcare | 0.23% |
