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
$158M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.09M
3
+$4M
4
WLK icon
Westlake Corp
WLK
+$1.74M
5
DRI icon
Darden Restaurants
DRI
+$1.51M

Top Sells

1
+$990K
2
+$987K
3
+$953K
4
WM icon
Waste Management
WM
+$912K
5
TSLA icon
Tesla
TSLA
+$905K

Sector Composition

1 Healthcare 20.41%
2 Financials 17.6%
3 Materials 12.27%
4 Utilities 12.2%
5 Real Estate 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.41%
9,090
77
$645K 0.41%
16,002
78
$642K 0.41%
7,984
+2,151
79
$640K 0.41%
30,885
80
$636K 0.4%
37,360
+288
81
$636K 0.4%
20,456
82
$634K 0.4%
7,475
83
$634K 0.4%
8,266
84
$631K 0.4%
+26,774
85
$630K 0.4%
7,226
86
$628K 0.4%
18,159
87
$624K 0.4%
+33,333
88
$623K 0.39%
4,460
89
$622K 0.39%
36,266
90
$620K 0.39%
11,980
91
$620K 0.39%
+2,171
92
$618K 0.39%
+1,147
93
$615K 0.39%
10,940
94
$615K 0.39%
6,965
95
$613K 0.39%
27,429
96
$612K 0.39%
45,846
97
$612K 0.39%
4,463
98
$611K 0.39%
+42,164
99
$604K 0.38%
47,728
100
$603K 0.38%
2,395
2 3
4
5 6