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
51
$413K 0.42%
693
52
$404K 0.41%
1,699
53
$403K 0.41%
16,239
54
$388K 0.39%
11,533
55
$381K 0.38%
1,916
56
$379K 0.38%
1,441
57
$376K 0.38%
18,752
58
$374K 0.38%
63,420
59
$350K 0.35%
10,299
60
$343K 0.34%
4,356
61
$329K 0.33%
14,227
62
$326K 0.33%
5,302
63
$321K 0.32%
9,728
64
$305K 0.31%
4,409
65
$298K 0.3%
75,934
66
$294K 0.3%
1,526
67
$285K 0.29%
11,392
68
$276K 0.28%
4,495
69
$266K 0.27%
10,379
70
$255K 0.26%
4,087
71
$233K 0.23%
23,392
72
$207K 0.21%
35,563
73
$197K 0.2%
34,462
74
$79.2K 0.08%
3,234
75
$37.9K 0.04%
1,027
1 2
3
4