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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.84%
7,591
-447
27
$1.48M 0.84%
10,101
+701
28
$1.47M 0.84%
7,550
+1,550
29
$1.46M 0.83%
4,585
+1,274
30
$1.44M 0.82%
35,031
+1,931
31
$1.44M 0.82%
12,150
-901
32
$1.39M 0.79%
17,717
+800
33
$1.38M 0.79%
13,211
+717
34
$1.37M 0.78%
42,846
+2,007
35
$1.35M 0.76%
22,484
+1,484
36
$1.34M 0.76%
16,615
+1,615
37
$1.33M 0.76%
21,040
-2,106
38
$1.33M 0.75%
68,924
+5,924
39
$1.3M 0.74%
49,158
+870
40
$1.29M 0.73%
39,864
-260
41
$1.29M 0.73%
22,652
+1,012
42
$1.28M 0.73%
3,634
-295
43
$1.28M 0.73%
44,309
+19,309
44
$1.24M 0.7%
132,935
+12,935
45
$1.24M 0.7%
61,305
-2,825
46
$1.22M 0.69%
5,538
+773
47
$1.19M 0.68%
20,174
-972
48
$1.17M 0.67%
9,965
-1,835
49
$1.17M 0.66%
7,909
+2,309
50
$1.17M 0.66%
13,291
+1,291
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