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
51
$597K 0.46%
6,904
-89
52
$596K 0.46%
15,042
+3,318
53
$593K 0.45%
12,657
-687
54
$591K 0.45%
6,808
-187
55
$591K 0.45%
2,228
56
$590K 0.45%
6,582
-277
57
$588K 0.45%
9,354
-544
58
$586K 0.45%
26,358
-594
59
$586K 0.45%
9,224
-613
60
$585K 0.45%
6,188
-378
61
$583K 0.45%
5,259
-76
62
$582K 0.45%
3,991
+62
63
$582K 0.45%
10,558
+2,438
64
$576K 0.44%
3,535
-50
65
$576K 0.44%
23,183
-745
66
$573K 0.44%
9,292
-276
67
$570K 0.44%
30,582
-689
68
$569K 0.44%
31,518
-120
69
$568K 0.44%
1,292
-97
70
$566K 0.43%
10,148
-472
71
$564K 0.43%
15,161
-270
72
$564K 0.43%
6,626
-262
73
$563K 0.43%
9,162
-182
74
$562K 0.43%
6,725
-287
75
$562K 0.43%
12,629
-423
1 2
3
4 5