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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
$157M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$863K
3
+$838K
4
GSK icon
GSK
GSK
+$820K
5
SF
Stifel
SF
+$818K

Top Sells

1
+$2.51M
2
+$2.11M
3
+$1.68M
4
NOC icon
Northrop Grumman
NOC
+$1.55M
5
BDX icon
Becton Dickinson
BDX
+$1.52M

Sector Composition

1 Healthcare 19.87%
2 Financials 19.67%
3 Technology 12.25%
4 Real Estate 10.82%
5 Utilities 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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353
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354
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356
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357
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358
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-616
359
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360
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-6,961
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366
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