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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
376
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-902
377
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378
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-1,747
379
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-7,540
380
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-5,333
381
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-2,543
382
– –
-7,900
383
– –
-34,483
384
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-18,910
385
– –
-19,148
386
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-3,046
387
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-2,641
388
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-19,753
389
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-11,831
390
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-1,332
391
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-4,079
392
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-4,680
393
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-12,121
394
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-21,832
395
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-4,225
396
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-11,253
397
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-44,444
398
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-20,696
399
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-6,995
400
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-6,787
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