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DA

DCM Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.44M
3
+$1.14M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.05M
5
CNC icon
Centene
CNC
+$1.05M

Top Sells

1
+$1.94M
2
+$1.75M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.02%
11,000
227
$21K 0.01%
+450
228
$12K 0.01%
+300
229
$12K 0.01%
+203
230
$11K 0.01%
267
231
$10K 0.01%
61
232
$10K 0.01%
90
233
$7K ﹤0.01%
+300
234
$7K ﹤0.01%
252
235
$7K ﹤0.01%
165
236
$6K ﹤0.01%
+100
237
$5K ﹤0.01%
79
238
$5K ﹤0.01%
+100
239
$4K ﹤0.01%
39
240
$2K ﹤0.01%
+55
241
$1K ﹤0.01%
18
242
– –
-5,000
243
– –
-7,500
244
– –
-8,764
245
– –
-8,204
246
– –
-3,152
247
– –
-10,866
248
– –
-10,520
249
– –
-500
250
– –
-5,830
8 9
10
11 12