DCBT

Dakota Community Bank & Trust Portfolio holdings

AUM $25.4M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$427K
3 +$414K
4
MRK icon
Merck
MRK
+$390K
5
ABBV icon
AbbVie
ABBV
+$378K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.52%
2 Financials 14.43%
3 Technology 13.85%
4 Consumer Staples 10.2%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
$1K 0.01%
+5