DKCM
Davidson Kahn Capital Management Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$129M
AUM Growth
+$21.6M
(+20%)
Holding
55
Top Buys
| 1 | +$6.24M | |
| 2 | +$4.16M | |
| 3 | +$2.22M | |
| 4 |
AppFolio
APPF
|
+$1.9M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.67M |
Top Sells
| 1 | +$482K | |
| 2 | +$333K | |
| 3 | +$172K | |
| 4 |
Charles Schwab
SCHW
|
+$19.6K |
| 5 |
CrowdStrike
CRWD
|
+$19.4K |
Sector Composition
| 1 | Financials | 18.05% |
| 2 | Consumer Discretionary | 17.61% |
| 3 | Technology | 8.34% |
| 4 | Communication Services | 6.35% |
| 5 | Industrials | 5.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Taboola.com
TBLA
$958M
| $217K | 0.17% |
73,444
|
|
||
52
Shopify
SHOP
$212B
| $201K | 0.15% |
2,100
|
|
||
53
Broadcom
AVGO
$1.61T
| $149K | 0.11% |
889
+100
|
|
||
54
Southern California Bancorp
BCAL
$551M
| – | – |
-10,417
|
|
||
55
ESCO Technologies
ESE
$5.67B
| – | – |
-2,500
|
|