DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.11M
3
+$2.04M
4
PSX icon
Phillips 66
PSX
+$1.93M
5
INMD icon
InMode
INMD
+$951K

Top Sells

1
+$1.06M
2
+$926K
3
+$866K
4
ZM icon
Zoom
ZM
+$859K
5
TPTX
Turning Point Therapeutics, Inc. Common Stock
TPTX
+$845K

Sector Composition

1 Healthcare 18.21%
2 Energy 15.61%
3 Financials 14.98%
4 Technology 11.26%
5 Utilities 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-18,243
352
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-26,834
353
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-14,433
354
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-1,260
355
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-2,666
356
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-4,025
357
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-23,955
358
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-1,060
359
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-33,240
360
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-26,756
361
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-39,344
362
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-30,120
363
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-40,000
364
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-20,761
365
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-15,536
366
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-66,007
367
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-29,440
368
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-38,095
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