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
176
$352K 0.27%
6,744
+2,730
177
$352K 0.27%
6,036
+2,200
178
$348K 0.27%
5,054
179
$344K 0.26%
24,547
-332
180
$339K 0.26%
1,497
+44
181
$337K 0.26%
2,376
182
$336K 0.26%
17,041
-6,627
183
$333K 0.26%
+17,964
184
$331K 0.25%
1,922
+370
185
$327K 0.25%
+5,030
186
$326K 0.25%
4,150
-2,188
187
$326K 0.25%
5,913
188
$323K 0.25%
4,696
-2,022
189
$320K 0.25%
+3,422
190
$317K 0.24%
+9,858
191
$317K 0.24%
+9,916
192
$314K 0.24%
6,783
-2,552
193
$312K 0.24%
6,853
-267
194
$312K 0.24%
5,858
-434
195
$304K 0.23%
40,984
+15,040
196
$304K 0.23%
1,447
-261
197
$301K 0.23%
27,764
198
$300K 0.23%
6,979
-5,199
199
$297K 0.23%
+6,472
200
$296K 0.23%
5,234
+62
6 7
8
9 10