DIM
DC Investments Management Portfolio holdings
AUM
$240M
1-Year Return
17.11%
This Quarter Return
-4.49%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$57.6M
AUM Growth
-$12.8M
(-18%)
Cap. Flow
-$13.2M
Cap. Flow
% of AUM
-22.98%
Top 10 Holdings %
Top 10 Hldgs %
54.13%
Holding
74
New
18
Increased
10
Reduced
4
Closed
28
Top Buys
| 1 |
Lightspeed Commerce
LSPD
|
$4.64M |
| 2 |
Green Brick Partners
GRBK
|
$3.58M |
| 3 |
Par Pacific Holdings
PARR
|
$3.06M |
| 4 |
Taboola.com
TBLA
|
$1.7M |
| 5 |
Semler Scientific
SMLR
|
$1.42M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.84M |
| 2 |
MTOR
MERITOR, Inc.
MTOR
|
$3.69M |
| 3 |
EQT Corp
EQT
|
$2.17M |
| 4 |
Sterling Infrastructure
STRL
|
$2.1M |
| 5 |
Beam Therapeutics
BEAM
|
$1.67M |
Sector Composition
| 1 | Utilities | 28.54% |
| 2 | Industrials | 19.75% |
| 3 | Energy | 15.75% |
| 4 | Technology | 14.13% |
| 5 | Communication Services | 9.54% |
