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
$121M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$990K
3
+$987K
4
CRM icon
Salesforce
CRM
+$953K
5
TSLA icon
Tesla
TSLA
+$905K

Top Sells

1
+$4.47M
2
+$1.48M
3
+$1.04M
4
AER icon
AerCap
AER
+$914K
5
NRG icon
NRG Energy
NRG
+$908K

Sector Composition

1 Healthcare 23.29%
2 Utilities 14.48%
3 Financials 12.39%
4 Real Estate 10.74%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$670K 0.55%
9,268
+527
27
$666K 0.54%
7,241
+627
28
$663K 0.54%
16,918
+1,026
29
$663K 0.54%
16,002
-12,603
30
$662K 0.54%
+6,471
31
$650K 0.53%
47,534
+9,680
32
$649K 0.53%
16,522
+4,127
33
$647K 0.53%
+38,710
34
$640K 0.52%
19,894
+1,418
35
$635K 0.52%
10,111
+742
36
$635K 0.52%
11,185
-4,054
37
$632K 0.51%
11,842
+596
38
$630K 0.51%
9,654
+670
39
$629K 0.51%
13,708
+942
40
$628K 0.51%
7,275
+676
41
$626K 0.51%
978
+108
42
$625K 0.51%
+29,910
43
$621K 0.51%
8,961
+730
44
$620K 0.5%
14,412
+1,324
45
$618K 0.5%
8,274
+740
46
$615K 0.5%
12,486
+1,085
47
$615K 0.5%
12,388
+981
48
$614K 0.5%
7,204
+680
49
$614K 0.5%
4,824
+466
50
$610K 0.5%
10,261
+755
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