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
$17.8M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$94.4K
2 +$56.5K
3 +$44.6K
4
MSFT icon
Microsoft
MSFT
+$42.1K
5
AAPL icon
Apple
AAPL
+$33.3K

Top Sells

1 +$99.3K
2 +$87.5K
3 +$50.4K
4
DOW icon
Dow Inc
DOW
+$32.7K
5
INTC icon
Intel
INTC
+$25.6K

Sector Composition

1 Technology 17.51%
2 Financials 15.07%
3 Healthcare 12.05%
4 Consumer Staples 9.43%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2
127
-728
128
-18
129
-719
130
-300
131
-676