DIM

DC Investments Management Portfolio holdings

AUM $226M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.19M
3
+$349K
4
CWAN icon
Clearwater Analytics
CWAN
+$328K
5
BOX icon
Box
BOX
+$313K

Top Sells

1
+$2.74M
2
+$2.51M
3
+$2.23M
4
PWR icon
Quanta Services
PWR
+$1.97M
5
SMLR
Semler Scientific
SMLR
+$1.69M

Sector Composition

1 Technology 37.79%
2 Energy 17.24%
3 Communication Services 6.46%
4 Real Estate 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.33%
+4,087
77
$274K 0.33%
+4,495
78
$265K 0.32%
+14,883
79
$242K 0.29%
+23,392
80
$211K 0.25%
+1,027
81
$184K 0.22%
64,500
82
$74.7K 0.09%
35,563
83
– –
-27,250
84
– –
-13,809
85
– –
-51,238
86
– –
-61,234
1 2 3
4