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
$121M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$990K
3
+$987K
4
CRM icon
Salesforce
CRM
+$953K
5
TSLA icon
Tesla
TSLA
+$905K

Top Sells

1
+$4.47M
2
+$1.48M
3
+$1.04M
4
AER icon
AerCap
AER
+$914K
5
NRG icon
NRG Energy
NRG
+$908K

Sector Composition

1 Healthcare 23.29%
2 Utilities 14.48%
3 Financials 12.39%
4 Real Estate 10.74%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$539K 0.44%
11,846
+1,433
102
$539K 0.44%
29,464
+3,446
103
$534K 0.43%
4,463
+606
104
$533K 0.43%
32,010
+3,273
105
$531K 0.43%
20,456
+1,568
106
$529K 0.43%
8,266
-125
107
$528K 0.43%
9,014
+1,234
108
$527K 0.43%
47,728
+5,340
109
$524K 0.43%
+35,294
110
$524K 0.43%
11,456
+1,262
111
$522K 0.42%
15,653
+4,537
112
$521K 0.42%
51,868
+14,188
113
$521K 0.42%
8,522
+2,298
114
$520K 0.42%
10,123
-4,928
115
$518K 0.42%
604
+158
116
$517K 0.42%
12,624
+1,132
117
$514K 0.42%
9,143
+772
118
$512K 0.42%
6,965
-285
119
$512K 0.42%
56,511
+7,779
120
$508K 0.41%
14,028
121
$507K 0.41%
7,440
+698
122
$507K 0.41%
18,684
+2,546
123
$499K 0.41%
1,899
-334
124
$499K 0.41%
+9,590
125
$496K 0.4%
34,872
+3,650
3 4
5
6 7