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
$40.1M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.26M
3
+$554K
4
SU icon
Suncor Energy
SU
+$520K
5
LOGI icon
Logitech
LOGI
+$429K

Top Sells

1
+$14.9M
2
+$12.3M
3
+$6.65M
4
FANG icon
Diamondback Energy
FANG
+$3.53M
5
PARR icon
Par Pacific Holdings
PARR
+$3.04M

Sector Composition

1 Healthcare 29.41%
2 Energy 27.47%
3 Technology 21.48%
4 Real Estate 9.27%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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