DA

DCM Advisors Portfolio holdings

AUM $233M
1-Year Est. Return 28.16%
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-17,665
327
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-7,350
328
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-14,300
329
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-13,045
330
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-21,438
331
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-14,250
332
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-5,000
333
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-11,730
334
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-6,559
335
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-25,365
10 11 12 13
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