DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.23M
3
+$4.91M
4
PDM
Piedmont Realty Trust
PDM
+$1.44M
5
FANG icon
Diamondback Energy
FANG
+$1.33M

Top Sells

1
+$8.24M
2
+$3.99M
3
+$1.74M
4
OKTA icon
Okta
OKTA
+$1.71M
5
AZZ icon
AZZ Inc
AZZ
+$1.24M

Sector Composition

1 Technology 31.99%
2 Energy 16.34%
3 Communication Services 8.58%
4 Industrials 6.84%
5 Real Estate 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$897K 0.9%
27,135
27
$870K 0.87%
3,409
28
$830K 0.83%
189,611
+34,407
29
$813K 0.82%
1,400
30
$738K 0.74%
3,330
31
$728K 0.73%
1,030
32
$688K 0.69%
25,088
33
$679K 0.68%
2,461
34
$676K 0.68%
8,118
35
$588K 0.59%
3,129
36
$576K 0.58%
3,323
37
$564K 0.57%
4,643
38
$562K 0.56%
16,238
39
$542K 0.54%
4,811
40
$528K 0.53%
8,390
41
$502K 0.5%
1,229
42
$473K 0.48%
24,904
43
$472K 0.47%
16,000
44
$468K 0.47%
12,756
45
$463K 0.47%
4,559
46
$460K 0.46%
18,899
47
$444K 0.45%
18,907
48
$435K 0.44%
8,194
49
$433K 0.44%
2,207
50
$433K 0.43%
7,279
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