DIM

DC Investments Management Portfolio holdings

AUM $240M
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$29.7M
3
+$23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.85M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.15M

Top Sells

1
+$5.22M
2
+$1.81M
3
+$1.66M
4
COP icon
ConocoPhillips
COP
+$930K
5
PFE icon
Pfizer
PFE
+$877K

Sector Composition

1 Technology 28.94%
2 Healthcare 19.83%
3 Consumer Discretionary 10.61%
4 Communication Services 9.8%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.11%
3,965
-2,573
227
$292K 0.11%
+5,884
228
$292K 0.11%
+7,170
229
$292K 0.11%
6,975
-4,317
230
$291K 0.11%
51,728
-17,084
231
$290K 0.11%
+2,790
232
$289K 0.11%
2,854
-1,916
233
$289K 0.11%
5,302
-3,208
234
$288K 0.11%
+98
235
$287K 0.11%
4,558
-1,737
236
$286K 0.11%
7,832
-4,872
237
$285K 0.1%
+7,252
238
$284K 0.1%
+11,868
239
$284K 0.1%
+6,040
240
$284K 0.1%
+3,934
241
$283K 0.1%
+7,524
242
$282K 0.1%
+13,380
243
$278K 0.1%
+12,126
244
$277K 0.1%
+1,501
245
$277K 0.1%
+23,400
246
$277K 0.1%
+6,520
247
$276K 0.1%
5,275
-2,677
248
$275K 0.1%
1,924
-1,651
249
$274K 0.1%
6,644
-2,260
250
$274K 0.1%
3,381
-2,923
8 9
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