DA

DCM Advisors Portfolio holdings

AUM $233M
1-Year Est. Return 28.16%
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$8M
3 +$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
+13
227
$2K ﹤0.01%
+30
228
$0 ﹤0.01%
+18
229
$0 ﹤0.01%
+14