DIM
DC Investments Management Portfolio holdings
AUM
$240M
This Quarter Return
+5.61%
1 Year Return
+17.11%
3 Year Return
+33.53%
5 Year Return
+148.92%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+21%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
14.07%
Top 10 Holdings %
Top 10 Hldgs %
51.9%
Holding
92
New
7
Increased
2
Reduced
–
Closed
5
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$11.3M |
| 2 |
WillScot Mobile Mini Holdings
WSC
|
$3.03M |
| 3 |
Par Pacific Holdings
PARR
|
$2.34M |
| 4 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$1.54M |
| 5 |
EQT Corp
EQT
|
$1.54M |
Top Sells
| 1 |
Pinnacle West Capital
PNW
|
$1.61M |
| 2 |
Sempra
SRE
|
$1.05M |
| 3 |
PG&E
PCG
|
$1.02M |
| 4 |
Knife River
KNF
|
$540K |
| 5 |
Better Home & Finance Holding
BETR
|
$90.9K |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Energy | 20.08% |
| 3 | Utilities | 10.67% |
| 4 | Industrials | 8.16% |
| 5 | Real Estate | 6.48% |
