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
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.85%
13,352
-5,478
27
$1.45M 0.85%
11,800
-600
28
$1.43M 0.83%
27,627
+2,527
29
$1.35M 0.78%
+8,204
30
$1.34M 0.78%
16,917
-5,083
31
$1.33M 0.78%
9,400
-1,900
32
$1.32M 0.77%
64,130
-24,925
33
$1.32M 0.77%
63,000
+8,000
34
$1.31M 0.76%
40,839
+6,639
35
$1.31M 0.76%
12,494
-17,315
36
$1.3M 0.76%
20,000
-10,000
37
$1.28M 0.75%
33,100
+19,500
38
$1.28M 0.74%
+21,000
39
$1.24M 0.72%
13,051
-13,984
40
$1.23M 0.72%
+5,000
41
$1.23M 0.72%
3,152
+152
42
$1.22M 0.71%
+21,146
43
$1.21M 0.7%
+13,596
44
$1.17M 0.68%
40,124
-37,907
45
$1.17M 0.68%
+21,640
46
$1.15M 0.67%
28,040
+2,040
47
$1.14M 0.67%
48,288
+28,288
48
$1.14M 0.66%
4,403
-97
49
$1.12M 0.65%
+84,158
50
$1.09M 0.63%
3,311
+1,432
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