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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
401
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-1,866
402
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-3,903
403
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-1,763
404
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-22,160
405
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-6,079
406
– –
-29,024
407
– –
-34,782
408
– –
-16,468
409
– –
-2,500
410
– –
-3,590
411
– –
-5,027
412
– –
-1,753
413
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-6,324
414
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-3,709
415
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-3,290
416
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-2,057
417
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-10,012
418
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-9,510
419
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-2,503
420
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-19,617
421
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-1,085
422
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-5,390
423
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-12,196
424
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-4,988
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