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
176
$344K 0.28%
+5,282
177
$343K 0.28%
3,684
-840
178
$342K 0.28%
10,811
-3,980
179
$335K 0.27%
3,480
-1,264
180
$332K 0.27%
+7,648
181
$330K 0.27%
+56,451
182
$330K 0.27%
+1,614
183
$329K 0.27%
2,445
-832
184
$328K 0.27%
3,941
-1,175
185
$328K 0.27%
6,595
+14
186
$325K 0.26%
6,484
-1,399
187
$324K 0.26%
+1,664
188
$324K 0.26%
+3,494
189
$323K 0.26%
+1,444
190
$322K 0.26%
2,223
-955
191
$322K 0.26%
+15,642
192
$320K 0.26%
10,156
-11,997
193
$319K 0.26%
+2,752
194
$319K 0.26%
3,730
-964
195
$318K 0.26%
+2,728
196
$315K 0.26%
1,336
-702
197
$311K 0.25%
+6,898
198
$306K 0.25%
+1,392
199
$303K 0.25%
5,176
-2,722
200
$302K 0.25%
27,826
-5,578
6 7
8
9 10