DKCM

Davidson Kahn Capital Management Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.01M
2 +$7.78M
3 +$7.65M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.81M
5
AMZN icon
Amazon
AMZN
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.69%
2 Consumer Discretionary 16.77%
3 Technology 8.94%
4 Communication Services 7.69%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.19%
+842
52
$183K 0.17%
+789
53
$172K 0.16%
+10,417