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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8M
3
+$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.91%
+35,810
27
$1.56M 0.91%
+10,000
28
$1.51M 0.88%
+42,092
29
$1.48M 0.86%
+16,175
30
$1.44M 0.84%
+22,000
31
$1.44M 0.84%
+89,055
32
$1.38M 0.8%
+19,510
33
$1.38M 0.8%
+18,213
34
$1.35M 0.78%
+11,300
35
$1.33M 0.77%
+8,705
36
$1.29M 0.75%
+12,400
37
$1.28M 0.74%
+6,000
38
$1.26M 0.74%
+76,985
39
$1.26M 0.73%
+7,559
40
$1.25M 0.73%
+22,300
41
$1.19M 0.69%
+6,554
42
$1.19M 0.69%
+13,600
43
$1.18M 0.69%
+5,981
44
$1.17M 0.68%
+6,000
45
$1.15M 0.67%
+6,470
46
$1.15M 0.67%
+7,500
47
$1.12M 0.65%
+25,100
48
$1.12M 0.65%
+12,780
49
$1.11M 0.65%
+126,000
50
$1.09M 0.64%
+4,004
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