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
$172M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.11M
3
+$2.04M
4
PSX icon
Phillips 66
PSX
+$1.93M
5
INMD icon
InMode
INMD
+$951K

Top Sells

1
+$1.06M
2
+$926K
3
+$866K
4
ZM icon
Zoom
ZM
+$859K
5
TPTX
Turning Point Therapeutics, Inc. Common Stock
TPTX
+$845K

Sector Composition

1 Healthcare 18.21%
2 Energy 15.61%
3 Financials 14.98%
4 Technology 11.26%
5 Utilities 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.41%
+3,132
27
$680K 0.39%
+35,149
28
$677K 0.39%
11,530
-1,034
29
$677K 0.39%
21,101
-2,205
30
$676K 0.39%
9,515
-1,197
31
$675K 0.39%
5,423
-652
32
$675K 0.39%
5,414
-514
33
$669K 0.39%
+33,003
34
$668K 0.39%
7,027
-688
35
$666K 0.39%
29,757
+6,378
36
$663K 0.38%
10,734
-710
37
$658K 0.38%
7,693
-749
38
$657K 0.38%
18,405
+3,334
39
$639K 0.37%
+24,907
40
$638K 0.37%
9,837
-983
41
$637K 0.37%
4,978
-554
42
$633K 0.37%
9,898
-824
43
$628K 0.36%
+23,189
44
$628K 0.36%
4,727
-340
45
$620K 0.36%
33,162
+6,332
46
$619K 0.36%
+33,333
47
$615K 0.36%
6,566
-605
48
$615K 0.36%
5,346
-603
49
$613K 0.36%
7,012
-373
50
$613K 0.36%
4,122
-288
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