DSA

Droms Strauss Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$564K
3 +$489K
4
NVDA icon
NVIDIA
NVDA
+$360K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$319K

Top Sells

1 +$15.4M
2 +$3.16M
3 +$2.81M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Sector Composition

1 Technology 1%
2 Healthcare 0.9%
3 Communication Services 0.42%
4 Industrials 0.35%
5 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,396
52
-38,611