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
$172M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.11M
3
+$2.04M
4
PSX icon
Phillips 66
PSX
+$1.93M
5
INMD icon
InMode
INMD
+$951K

Top Sells

1
+$1.06M
2
+$926K
3
+$866K
4
ZM icon
Zoom
ZM
+$859K
5
TPTX
Turning Point Therapeutics, Inc. Common Stock
TPTX
+$845K

Sector Composition

1 Healthcare 18.21%
2 Energy 15.61%
3 Financials 14.98%
4 Technology 11.26%
5 Utilities 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$580K 0.34%
23,928
-1,027
77
$579K 0.34%
11,962
+2,374
78
$578K 0.34%
53,905
-586
79
$578K 0.34%
+22,189
80
$577K 0.33%
9,291
-638
81
$577K 0.33%
18,547
+3,489
82
$575K 0.33%
+26,513
83
$575K 0.33%
10,386
-455
84
$573K 0.33%
+11,374
85
$573K 0.33%
+53,333
86
$573K 0.33%
3,585
-238
87
$572K 0.33%
20,135
-3,944
88
$572K 0.33%
6,993
-457
89
$572K 0.33%
25,724
-1,583
90
$571K 0.33%
5,881
-425
91
$570K 0.33%
6,888
-560
92
$566K 0.33%
81,434
-7,912
93
$564K 0.33%
9,344
+1,882
94
$563K 0.33%
+13,147
95
$563K 0.33%
26,952
-887
96
$561K 0.33%
9,568
-370
97
$553K 0.32%
15,431
-911
98
$550K 0.32%
2,228
-93
99
$550K 0.32%
18,238
-908
100
$549K 0.32%
28,641
-941
2 3
4
5 6