DA

DCM Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
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