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
$98.4M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.71M
3
+$3.87M
4
FANG icon
Diamondback Energy
FANG
+$1.34M
5
EQT icon
EQT Corp
EQT
+$1.34M

Top Sells

1
+$8.24M
2
+$3.99M
3
+$1.74M
4
OKTA icon
Okta
OKTA
+$1.71M
5
AZZ icon
AZZ Inc
AZZ
+$1.24M

Sector Composition

1 Technology 31.99%
2 Energy 16.34%
3 Communication Services 8.58%
4 Industrials 6.84%
5 Real Estate 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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-844
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83
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-76,067
84
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85
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86
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87
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88
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-17,364
89
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-3,696
1 2 3
4