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
$143M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.03M
3
+$2.34M
4
EXE
Expand Energy Corp
EXE
+$1.54M
5
EQT icon
EQT Corp
EQT
+$1.54M

Top Sells

1
+$1.61M
2
+$1.05M
3
+$1.02M
4
KNF icon
Knife River
KNF
+$540K
5
BETR icon
Better Home & Finance Holding
BETR
+$90.9K

Sector Composition

1 Technology 21.47%
2 Energy 20.08%
3 Utilities 12.13%
4 Industrials 6.7%
5 Real Estate 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1%
28,438
27
$1.37M 0.96%
+9,076
28
$1.35M 0.95%
61,052
29
$1.3M 0.91%
35,844
30
$1.29M 0.9%
47,801
31
$1.28M 0.89%
36,809
32
$1.23M 0.86%
30,745
33
$1.2M 0.84%
36,320
34
$1.17M 0.82%
8,469
35
$1.14M 0.8%
10,921
36
$1.13M 0.79%
18,447
37
$1.12M 0.78%
16,472
38
$1.1M 0.77%
27,173
39
$1.02M 0.71%
27,135
40
$956K 0.67%
3,409
41
$934K 0.65%
118,362
42
$922K 0.64%
189,611
43
$921K 0.64%
1,030
44
$869K 0.61%
3,129
45
$814K 0.57%
298,310
46
$782K 0.55%
3,323
47
$744K 0.52%
1,400
48
$657K 0.46%
8,118
49
$601K 0.42%
2,461
50
$600K 0.42%
25,088
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