DCM

Davidson Capital Management Portfolio holdings

AUM $462M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$10.5M
3 +$3.39M
4
NFLX icon
Netflix
NFLX
+$2.87M
5
CRM icon
Salesforce
CRM
+$1.36M

Top Sells

1 +$39.5M
2 +$3.02M
3 +$2.29M
4
ALB icon
Albemarle
ALB
+$2.17M
5
NVDA icon
NVIDIA
NVDA
+$839K

Sector Composition

1 Technology 14.19%
2 Healthcare 8.85%
3 Consumer Discretionary 4.88%
4 Industrials 4.54%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23
102
-1,000