DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
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
+$10.8M
2
+$6.23M
3
+$4.91M
4
PDM
Piedmont Realty Trust
PDM
+$1.44M
5
FANG icon
Diamondback Energy
FANG
+$1.33M

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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-844
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83
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0
84
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-24,006
85
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-197,360
86
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-13,400
87
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-15,362
88
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-17,364
89
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-3,696
1 2 3
4