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DIM

DC Investments Management Portfolio holdings

AUM $261M
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.09M
3
+$935K
4
LQDA icon
Liquidia Corp
LQDA
+$888K
5
NRG icon
NRG Energy
NRG
+$814K

Top Sells

1
+$1.71M
2
+$857K
3
+$848K
4
UNH icon
UnitedHealth
UNH
+$836K
5
CL icon
Colgate-Palmolive
CL
+$793K

Sector Composition

1 Healthcare 20.32%
2 Financials 19.43%
3 Utilities 11.17%
4 Real Estate 10.75%
5 Technology 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-23,077
329
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-5,000
330
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-13,351
331
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-25,685
332
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-52,084
333
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-30,000
334
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335
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-7,599
336
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-261
337
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-40,000
338
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-39,868
339
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-25,429
340
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341
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-6,216
342
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-2,030
343
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-77,276
344
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345
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-6,404
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