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
$131M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.51M
3
+$1.11M
4
OXY icon
Occidental Petroleum
OXY
+$937K
5
KRO icon
KRONOS Worldwide
KRO
+$934K

Top Sells

1
+$6.67M
2
+$5.36M
3
+$5.08M
4
AA icon
Alcoa
AA
+$2.85M
5
INMD icon
InMode
INMD
+$951K

Sector Composition

1 Healthcare 19.37%
2 Financials 16.24%
3 Utilities 14.53%
4 Technology 10.91%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$486K 0.37%
3,495
-1,232
127
$485K 0.37%
22,963
-2,319
128
$483K 0.37%
2,835
-69
129
$480K 0.37%
15,672
+2,768
130
$478K 0.37%
3,402
-69
131
$478K 0.37%
4,206
-167
132
$477K 0.37%
3,819
-1,604
133
$477K 0.37%
15,336
+4,428
134
$472K 0.36%
8,927
-283
135
$472K 0.36%
+4,930
136
$471K 0.36%
18,919
+5,440
137
$470K 0.36%
11,321
-698
138
$469K 0.36%
19,121
+5,762
139
$467K 0.36%
16,755
-2,970
140
$461K 0.35%
+2,960
141
$460K 0.35%
23,738
-2
142
$458K 0.35%
14,656
+30
143
$451K 0.35%
9,384
-2,578
144
$450K 0.34%
12,148
+14
145
$449K 0.34%
1,864
-907
146
$444K 0.34%
16,392
-5,920
147
$444K 0.34%
5,606
-1
148
$444K 0.34%
3,892
-1,454
149
$441K 0.34%
9,511
-412
150
$441K 0.34%
3,076
-1,046
4 5
6
7 8