DSA

Droms Strauss Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$275K
3
+$273K
4
TTD icon
Trade Desk
TTD
+$256K
5
CRWD icon
CrowdStrike
CRWD
+$237K

Top Sells

1
+$11.1M
2
+$2.11M
3
+$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$868K
5
BA icon
Boeing
BA
+$855K

Sector Composition

1 Technology 4.88%
2 Consumer Staples 0.86%
3 Healthcare 0.61%
4 Financials 0.55%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-37,759
1 2
3