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
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.09M
3
+$4M
4
WLK icon
Westlake Corp
WLK
+$1.74M
5
DRI icon
Darden Restaurants
DRI
+$1.51M

Top Sells

1
+$990K
2
+$987K
3
+$953K
4
WM icon
Waste Management
WM
+$912K
5
TSLA icon
Tesla
TSLA
+$905K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.52%
+12,454
27
$791K 0.5%
31,690
28
$784K 0.5%
+18,576
29
$780K 0.49%
9,833
30
$771K 0.49%
6,585
31
$753K 0.48%
7,241
32
$749K 0.47%
10,111
33
$741K 0.47%
9,268
34
$730K 0.46%
16,918
35
$727K 0.46%
+22,369
36
$725K 0.46%
+39,164
37
$725K 0.46%
+33,445
38
$722K 0.46%
10,261
39
$717K 0.45%
8,940
40
$711K 0.45%
19,894
41
$711K 0.45%
13,708
42
$711K 0.45%
+54,946
43
$710K 0.45%
9,654
44
$710K 0.45%
+9,686
45
$709K 0.45%
8,961
46
$709K 0.45%
6,821
-8,772
47
$706K 0.45%
6,666
48
$702K 0.44%
12,486
49
$701K 0.44%
11,394
50
$696K 0.44%
14,028
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