DIM

DC Investments Management Portfolio holdings

AUM $240M
1-Year Est. Return 17.11%
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
+$1.14M
2
+$868K
3
+$857K
4
GRMN icon
Garmin
GRMN
+$851K
5
GSK icon
GSK
GSK
+$821K

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.63M
4
ELV icon
Elevance Health
ELV
+$1.56M
5
NOC icon
Northrop Grumman
NOC
+$1.55M

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
26
$726K 0.46%
+12,586
27
$725K 0.46%
+25,480
28
$718K 0.46%
+29,702
29
$713K 0.45%
+13,351
30
$690K 0.44%
+23,077
31
$681K 0.43%
+7,411
32
$676K 0.43%
+3,429
33
$669K 0.43%
+2,718
34
$659K 0.42%
+52,084
35
$655K 0.42%
+16,000
36
$653K 0.42%
+49,586
37
$652K 0.41%
+25,062
38
$649K 0.41%
+31,546
39
$646K 0.41%
+26,086
40
$645K 0.41%
+27,273
41
$642K 0.41%
+10,311
42
$638K 0.41%
+39,868
43
$634K 0.4%
+25,397
44
$621K 0.4%
10,511
+4,983
45
$618K 0.39%
+7,644
46
$617K 0.39%
+25,429
47
$616K 0.39%
+11,426
48
$616K 0.39%
+11,826
49
$615K 0.39%
+28,037
50
$614K 0.39%
+16,878
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