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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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.32M
3
+$1.17M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
AMGN icon
Amgen
AMGN
+$832K

Top Sells

1
+$1.68M
2
+$1.47M
3
+$1.43M
4
BAC icon
Bank of America
BAC
+$1.34M
5
TGNA
TEGNA Inc
TGNA
+$1.2M

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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