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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.93%
18,641
+881
27
$2.13M 0.92%
9,998
+2,057
28
$2.1M 0.91%
8,499
+1,485
29
$1.99M 0.86%
10,081
+2,401
30
$1.96M 0.84%
37,285
+3,192
31
$1.87M 0.81%
64,479
-45,121
32
$1.87M 0.81%
8,322
-1,707
33
$1.82M 0.79%
+10,416
34
$1.78M 0.77%
8,446
+1,690
35
$1.71M 0.74%
19,038
-1,853
36
$1.68M 0.73%
3,496
-224
37
$1.62M 0.7%
5,007
-2,095
38
$1.56M 0.67%
2,854
-227
39
$1.53M 0.66%
17,886
-10,243
40
$1.51M 0.65%
8,662
-5,613
41
$1.49M 0.64%
21,360
+3,816
42
$1.48M 0.64%
16,192
+1,940
43
$1.47M 0.64%
4,698
-507
44
$1.42M 0.62%
18,816
-1,583
45
$1.4M 0.6%
9,873
-662
46
$1.38M 0.6%
10,079
-283
47
$1.38M 0.6%
9,519
+530
48
$1.25M 0.54%
10,967
+835
49
$1.24M 0.54%
39,874
-5,673
50
$1.21M 0.52%
4,405
-2,229
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