DCBT

Dakota Community Bank & Trust Portfolio holdings

AUM $25.4M
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.4M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$151K
3 +$129K
4
SNA icon
Snap-on
SNA
+$100K
5
NEE icon
NextEra Energy
NEE
+$88.8K

Top Sells

1 +$791K
2 +$139K
3 +$90.1K
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$81.2K
5
PM icon
Philip Morris
PM
+$72.8K

Sector Composition

1 Technology 22.18%
2 Financials 14.98%
3 Consumer Discretionary 13.48%
4 Healthcare 9.08%
5 Industrials 8.89%