DCM

Davidson Capital Management Portfolio holdings

AUM $416M
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$8.86M
2 +$6.39M
3 +$5.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M
5
JPM icon
JPMorgan Chase
JPM
+$146K

Sector Composition

1 Technology 15.11%
2 Healthcare 10.42%
3 Financials 7.66%
4 Industrials 5.64%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1K ﹤0.01%
5
77
$1K ﹤0.01%
2
78
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79
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80
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81
-2,871
82
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