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
$143M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.03M
3
+$2.34M
4
EXE
Expand Energy Corp
EXE
+$1.54M
5
EQT icon
EQT Corp
EQT
+$1.54M

Top Sells

1
+$1.61M
2
+$1.05M
3
+$1.02M
4
KNF icon
Knife River
KNF
+$540K
5
BETR icon
Better Home & Finance Holding
BETR
+$90.9K

Sector Composition

1 Technology 21.47%
2 Energy 20.08%
3 Utilities 12.13%
4 Industrials 6.7%
5 Real Estate 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$569K 0.4%
3,330
52
$534K 0.37%
4,643
53
$515K 0.36%
12,756
54
$512K 0.36%
18,899
55
$473K 0.33%
18,752
56
$472K 0.33%
16,238
57
$452K 0.32%
7,279
58
$452K 0.32%
9,728
59
$439K 0.31%
63,420
60
$432K 0.3%
8,390
61
$414K 0.29%
5,302
62
$407K 0.28%
16,000
63
$394K 0.28%
1,441
64
$383K 0.27%
75,934
65
$374K 0.26%
11,392
66
$369K 0.26%
4,811
67
$364K 0.25%
11,533
68
$361K 0.25%
4,559
69
$359K 0.25%
693
70
$340K 0.24%
10,379
71
$332K 0.23%
1,229
72
$326K 0.23%
10,299
73
$320K 0.22%
1,526
74
$289K 0.2%
24,904
75
$284K 0.2%
2,207
1 2
3
4