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
51
$320K 0.38%
16,238
52
$316K 0.38%
10,299
53
$315K 0.38%
+4,356
54
$314K 0.37%
+1,573
55
$309K 0.37%
+9,728
56
$299K 0.36%
+18,752
57
$296K 0.35%
+1,916
58
$294K 0.35%
+763
59
$291K 0.35%
+75,934
60
$291K 0.35%
+1,699
61
$290K 0.35%
+18,907
62
$288K 0.34%
8,390
63
$287K 0.34%
+2,207
64
$287K 0.34%
+1,229
65
$286K 0.34%
+11,533
66
$285K 0.34%
+16,239
67
$283K 0.34%
+932
68
$283K 0.34%
+8,194
69
$281K 0.33%
+34,462
70
$280K 0.33%
+1,526
71
$279K 0.33%
3,439
72
$279K 0.33%
+4,811
73
$278K 0.33%
+3,696
74
$278K 0.33%
+10,379
75
$276K 0.33%
+4,409
1 2
3
4