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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
$179M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$2.15M
3
+$850K
4
MIST icon
Milestone Pharmaceuticals
MIST
+$805K
5
ZM icon
Zoom
ZM
+$796K

Top Sells

1
+$1.74M
2
+$1.51M
3
+$1.45M
4
STI
SunTrust Banks, Inc.
STI
+$1.32M
5
PRU icon
Prudential Financial
PRU
+$1.11M

Sector Composition

1 Healthcare 19.73%
2 Financials 12.84%
3 Technology 12.57%
4 Energy 11.53%
5 Utilities 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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360
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375
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