DIM

DC Investments Management Portfolio holdings

AUM $226M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.76M
3
+$4.06M
4
WLK icon
Westlake Corp
WLK
+$1.86M
5
DRI icon
Darden Restaurants
DRI
+$1.37M

Top Sells

1
+$990K
2
+$987K
3
+$953K
4
TSLA icon
Tesla
TSLA
+$905K
5
MOGU
MOGU Inc
MOGU
+$878K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-52,174
277
– –
-9,421
278
– –
-1,817
279
– –
-37,844
280
– –
-47,582
281
– –
-7,286
282
– –
-2,818
283
– –
-4,702
8 9 10 11
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