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
$119M
AUM Growth
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$945K
3
+$791K
4
TBLA icon
Taboola.com
TBLA
+$545K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$174K

Top Sells

1
+$958K
2
+$859K
3
+$849K
4
KNF icon
Knife River
KNF
+$792K
5
FIVN icon
FIVE9
FIVN
+$271K

Sector Composition

1 Technology 24.73%
2 Energy 20.16%
3 Utilities 15.78%
4 Communication Services 7.01%
5 Real Estate 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.45%
25,088
52
$492K 0.41%
298,310
+82,350
53
$462K 0.39%
18,899
54
$443K 0.37%
12,756
55
$424K 0.36%
9,728
56
$417K 0.35%
8,390
57
$389K 0.33%
7,279
58
$385K 0.32%
693
59
$370K 0.31%
1,441
60
$363K 0.31%
11,533
61
$360K 0.3%
16,000
62
$348K 0.29%
24,904
63
$347K 0.29%
18,752
64
$339K 0.29%
63,420
65
$333K 0.28%
4,559
66
$326K 0.28%
14,227
67
$318K 0.27%
8,194
68
$315K 0.27%
2,207
69
$308K 0.26%
5,302
70
$307K 0.26%
1,229
71
$306K 0.26%
11,392
72
$301K 0.25%
1,699
73
$292K 0.25%
4,409
74
$290K 0.24%
10,299
75
$283K 0.24%
75,934
1 2
3
4