DA
DCM Advisors Portfolio holdings
AUM
$233M
1-Year Return
28.16%
This Quarter Return
+15.64%
1 Year Return
+28.16%
3 Year Return
+109.44%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$149K
(+0.09%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-7.96%
Top 10 Holdings %
Top 10 Hldgs %
22.57%
Holding
303
New
74
Increased
61
Reduced
66
Closed
67
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.32M |
| 2 |
Abbott
ABT
|
$1.46M |
| 3 |
Johnson & Johnson
JNJ
|
$1.35M |
| 4 |
Intel
INTC
|
$1.28M |
| 5 |
MetLife
MET
|
$1.28M |
Top Sells
| 1 |
Arthur J. Gallagher & Co
AJG
|
$4.37M |
| 2 |
T-Mobile US
TMUS
|
$1.93M |
| 3 |
Cable One
CABO
|
$1.93M |
| 4 |
NextEra Energy, Inc.
NEE
|
$1.92M |
| 5 |
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% |