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
$206M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.58M
3
+$3.26M
4
CMCSA icon
Comcast
CMCSA
+$3.22M
5
DIS icon
Walt Disney
DIS
+$2.96M

Top Sells

1
+$1.82M
2
+$1.68M
3
+$1.49M
4
TSLA icon
Tesla
TSLA
+$1.46M
5
UNH icon
UnitedHealth
UNH
+$1.43M

Sector Composition

1 Financials 29.65%
2 Communication Services 18.81%
3 Technology 17.08%
4 Healthcare 9.19%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.52%
60,979
+31,933
27
$3.03M 1.47%
15,919
+4,933
28
$2.68M 1.3%
22,684
+6,022
29
$2.67M 1.29%
30,098
+85
30
$2.59M 1.26%
9,696
+5,628
31
$2.5M 1.21%
24,066
+11,840
32
$2.2M 1.06%
28,788
+9,978
33
$2.09M 1.01%
47,851
+27,148
34
$2.06M 1%
20,402
+12,298
35
$1.9M 0.92%
944
+414
36
$1.85M 0.9%
12,181
+5,486
37
$1.78M 0.87%
8,615
-1,449
38
$1.54M 0.75%
7,740
-438
39
$1.45M 0.7%
20,303
-675
40
$1.13M 0.55%
3,593
-189
41
$1.1M 0.53%
9,872
-6,730
42
$968K 0.47%
4,516
-254
43
$957K 0.46%
4,607
-2,792
44
$905K 0.44%
4,826
-383
45
$866K 0.42%
9,834
-696
46
$850K 0.41%
1,603
-2,696
47
$784K 0.38%
10,082
-714
48
$781K 0.38%
17,275
+2,070
49
$680K 0.33%
959
50
$584K 0.28%
3,307
-1,098
1
2
3 4 5