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
$143M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.03M
3
+$2.34M
4
EXE
Expand Energy Corp
EXE
+$1.54M
5
EQT icon
EQT Corp
EQT
+$1.54M

Top Sells

1
+$1.61M
2
+$1.05M
3
+$1.02M
4
KNF icon
Knife River
KNF
+$540K
5
BETR icon
Better Home & Finance Holding
BETR
+$90.9K

Sector Composition

1 Technology 21.47%
2 Energy 20.08%
3 Utilities 12.13%
4 Industrials 6.7%
5 Real Estate 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 8.77%
122,644
2
$11.3M 7.94%
+94,930
3
$9.26M 6.48%
917,090
4
$8.9M 6.22%
229,372
5
$6.81M 4.76%
39,488
6
$6.55M 4.58%
372,325
+132,829
7
$6.23M 4.36%
170,005
+41,911
8
$4.69M 3.28%
195,994
9
$4.09M 2.86%
258,946
10
$3.78M 2.64%
229,242
11
$3.54M 2.48%
493,202
12
$3.03M 2.12%
+80,703
13
$2.57M 1.79%
763,848
14
$2.34M 1.64%
56,336
15
$2.08M 1.46%
137,119
16
$1.86M 1.3%
76,687
17
$1.83M 1.28%
29,492
18
$1.81M 1.27%
44,230
19
$1.75M 1.23%
30,670
20
$1.72M 1.2%
35,909
21
$1.6M 1.12%
50,191
22
$1.54M 1.08%
+18,706
23
$1.53M 1.07%
21,404
24
$1.52M 1.07%
+42,357
25
$1.51M 1.06%
+52,691
1
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