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
$121M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$1.06M
3
+$957K
4
TWST icon
Twist Bioscience
TWST
+$950K
5
TSLA icon
Tesla
TSLA
+$877K

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
326
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327
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328
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329
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330
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331
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-24,742
332
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-28,110
333
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-3,482
334
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-19,288
335
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-52,174
336
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-8,782
337
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338
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-18,376
339
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-2,964
340
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-17,424
341
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-2,749
342
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-16,668
343
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-10,074
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