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
$260M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.64M
3
+$3.92M
4
CMCSA icon
Comcast
CMCSA
+$3.58M
5
DIS icon
Walt Disney
DIS
+$3.44M

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
in Stake 		Capital Flow
26
$1.81M 0.7%
30,817
-1,691
27
$1.79M 0.69%
4,578
+3,582
28
$1.79M 0.69%
16,204
+1,896
29
$1.78M 0.69%
6,885
+5,664
30
$1.78M 0.68%
+3,959
31
$1.76M 0.68%
49,635
-13,884
32
$1.76M 0.68%
+20,725
33
$1.75M 0.68%
+47,715
34
$1.71M 0.66%
+6,297
35
$1.65M 0.63%
13,400
+1,250
36
$1.64M 0.63%
5,528
-610
37
$1.63M 0.63%
29,937
+1,154
38
$1.59M 0.61%
6,559
+1,021
39
$1.57M 0.6%
+25,412
40
$1.57M 0.6%
25,365
+2,881
41
$1.52M 0.59%
4,634
+3,983
42
$1.52M 0.58%
13,117
-3,498
43
$1.5M 0.58%
8,995
+1,404
44
$1.45M 0.56%
9,185
+1,276
45
$1.44M 0.56%
39,319
-545
46
$1.4M 0.54%
6,571
+1,033
47
$1.37M 0.53%
4,097
+463
48
$1.35M 0.52%
6,639
+1,101
49
$1.34M 0.51%
33,000
+16,375
50
$1.32M 0.51%
6,796
+1,020
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