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
$84M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.21M
3
+$340K
4
FIVN icon
FIVE9
FIVN
+$315K
5
CRM icon
Salesforce
CRM
+$314K

Top Sells

1
+$2.73M
2
+$2.51M
3
+$2.45M
4
PWR icon
Quanta Services
PWR
+$1.97M
5
SMLR icon
Semler Scientific
SMLR
+$1.69M

Sector Composition

1 Technology 37.79%
2 Energy 17.24%
3 Communication Services 6.46%
4 Real Estate 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.24%
10,422
27
$1.03M 1.23%
22,419
28
$1.01M 1.2%
44,114
29
$796K 0.95%
63,976
-30,380
30
$641K 0.76%
155,204
31
$609K 0.73%
63,420
32
$600K 0.72%
1,400
33
$526K 0.63%
24,904
34
$508K 0.61%
2,461
35
$505K 0.6%
1,086
-146
36
$501K 0.6%
8,118
37
$500K 0.6%
12,756
38
$498K 0.59%
14,227
39
$468K 0.56%
3,409
40
$467K 0.56%
4,559
41
$447K 0.53%
3,129
42
$428K 0.51%
5,634
-633
43
$424K 0.51%
7,279
44
$414K 0.49%
3,323
45
$410K 0.49%
25,088
46
$389K 0.46%
3,330
47
$346K 0.41%
16,000
48
$341K 0.41%
24,006
49
$337K 0.4%
4,643
50
$331K 0.39%
13,400
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