DA

DCM Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.32%
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
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