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
$172M
AUM Growth
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
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