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
26
$3.05M 0.9%
18,944
+11,521
27
$2.93M 0.86%
5,831
+1,253
28
$2.9M 0.86%
43,610
+1,060
29
$2.87M 0.85%
21,194
+9,910
30
$2.75M 0.81%
32,013
+20,950
31
$2.74M 0.81%
147,394
+52,770
32
$2.72M 0.8%
4,791
+832
33
$2.68M 0.79%
15,406
+9,192
34
$2.36M 0.7%
36,854
+11,442
35
$2.23M 0.66%
+8,861
36
$2.22M 0.66%
5,933
+405
37
$2.19M 0.65%
37,095
+12,278
38
$2.18M 0.64%
15,134
+4,261
39
$2.17M 0.64%
8,891
+2,095
40
$2.14M 0.63%
10,634
+5,931
41
$2.12M 0.63%
+8,605
42
$2.1M 0.62%
2,288
+841
43
$2.08M 0.61%
12,472
+4,593
44
$2.03M 0.6%
3,048
+956
45
$2.03M 0.6%
7,352
+2,119
46
$1.94M 0.57%
30,626
+689
47
$1.87M 0.55%
30,601
-216
48
$1.8M 0.53%
5,024
-835
49
$1.79M 0.53%
6,981
+422
50
$1.6M 0.47%
30,634
+7,786
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