We are live on ! Find out more
DIM

DC Investments Management Portfolio holdings

AUM $261M
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.6M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.13M
3
+$1.94M
4
SNOW icon
Snowflake
SNOW
+$1.25M
5
BMY icon
Bristol-Myers Squibb
BMY
+$917K

Top Sells

1
+$29.7M
2
+$16.9M
3
+$14.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.85M
5
EVH icon
Evolent Health
EVH
+$8.29M

Sector Composition

1 Technology 31.27%
2 Energy 18.83%
3 Healthcare 16.26%
4 Consumer Discretionary 14.51%
5 Utilities 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-15,914
127
– –
-4,879
128
– –
-19,665
129
– –
-6,674
130
– –
-5,544
131
– –
-4,930
132
– –
-2,854
133
– –
-2,710
134
– –
-1,727
135
– –
-20,646
136
– –
-14,644
137
– –
-4,368
138
– –
-7,100
139
– –
-19,276
140
– –
-5,250
141
– –
-18,791
142
– –
-2,380
143
– –
-19,642
144
– –
-22,874
145
– –
-2,347
146
– –
-18,591
147
– –
-3,267
148
– –
-6,985
149
– –
-2,832
150
– –
-6,520
4 5
6
7 8