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
$131M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.51M
3
+$1.11M
4
OXY icon
Occidental Petroleum
OXY
+$937K
5
KRO icon
KRONOS Worldwide
KRO
+$934K

Top Sells

1
+$6.67M
2
+$5.36M
3
+$5.08M
4
AA icon
Alcoa
AA
+$2.85M
5
INMD icon
InMode
INMD
+$951K

Sector Composition

1 Healthcare 19.37%
2 Financials 16.24%
3 Utilities 14.53%
4 Technology 10.91%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 0.56%
14,680
-5,974
27
$728K 0.56%
22,190
28
$716K 0.55%
17,588
+6,392
29
$713K 0.55%
29,757
30
$709K 0.54%
26,483
+5,578
31
$705K 0.54%
5,888
+1,324
32
$663K 0.51%
5,013
-401
33
$641K 0.49%
12,776
-5,272
34
$641K 0.49%
7,489
+1,676
35
$637K 0.49%
10,640
-890
36
$632K 0.48%
4,643
-335
37
$631K 0.48%
9,899
-835
38
$629K 0.48%
1,935
-87
39
$626K 0.48%
21,221
+4,684
40
$622K 0.48%
4,232
+852
41
$618K 0.47%
10,418
+32
42
$616K 0.47%
10,138
+2,238
43
$616K 0.47%
4,688
+78
44
$612K 0.47%
7,051
-235
45
$608K 0.47%
7,151
-542
46
$605K 0.46%
11,056
+2,530
47
$604K 0.46%
19,658
-1,443
48
$602K 0.46%
6,530
-497
49
$601K 0.46%
53,200
-705
50
$599K 0.46%
56,424
+12,678
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