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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
$260M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.89M
3
+$3.73M
4
BAC icon
Bank of America
BAC
+$3.72M
5
DIS icon
Walt Disney
DIS
+$3.62M

Top Sells

1
+$1.39M
2
+$1.38M
3
+$1.33M
4
PAHC icon
Phibro Animal Health
PAHC
+$1.28M
5
COTY icon
Coty
COTY
+$1.24M

Sector Composition

1 Technology 23.51%
2 Financials 18.89%
3 Communication Services 13.95%
4 Healthcare 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K ﹤0.01%
500
+200
277
$7K ﹤0.01%
253
+1
278
$6K ﹤0.01%
165
279
$2K ﹤0.01%
+100
280
– –
-88,678
281
– –
-132,935
282
– –
-850
283
– –
-38,771
284
– –
-55
285
– –
-2,443
286
– –
-25,026
287
$0 ﹤0.01%
18
288
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-2,441
289
– –
-44,076
290
– –
-13,291
291
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-100
292
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-44,309
293
– –
-66,446
294
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-12,050
295
– –
-9,965
296
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-10,000
297
– –
-28,780
298
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-100,427
299
– –
-2,000
300
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-6,857
9 10 11
12
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