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
$44.1M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.82M
3
+$2.51M
4
STRL icon
Sterling Infrastructure
STRL
+$1.86M
5
APPS icon
Digital Turbine
APPS
+$1.69M

Top Sells

1
+$3.06M
2
+$2.19M
3
+$1.56M
4
ED icon
Consolidated Edison
ED
+$1.51M
5
FE icon
FirstEnergy
FE
+$1.46M

Sector Composition

1 Technology 33.4%
2 Consumer Discretionary 17.27%
3 Industrials 15.33%
4 Energy 11.6%
5 Utilities 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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55
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56
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-234,729
59
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60
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61
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62
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64
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65
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66
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