DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$990K
3
+$987K
4
CRM icon
Salesforce
CRM
+$953K
5
TSLA icon
Tesla
TSLA
+$905K

Top Sells

1
+$4.47M
2
+$1.48M
3
+$1.04M
4
AER icon
AerCap
AER
+$914K
5
NRG icon
NRG Energy
NRG
+$908K

Sector Composition

1 Healthcare 23.29%
2 Utilities 14.48%
3 Financials 12.39%
4 Real Estate 10.74%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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