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
$215M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$209K
3
+$205K
4
CVS icon
CVS Health
CVS
+$58.8K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$57.5K

Top Sells

1
+$300K
2
+$251K
3
+$209K
4
META icon
Meta Platforms (Facebook)
META
+$139K
5
C icon
Citigroup
C
+$135K

Sector Composition

1 Financials 26.78%
2 Communication Services 21.69%
3 Technology 19.68%
4 Healthcare 7.77%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.51%
17,744
-87
27
$3.16M 1.47%
30,377
+279
28
$2.55M 1.19%
960
+16
29
$2.47M 1.15%
60,595
-384
30
$2.43M 1.13%
24,008
-58
31
$2.37M 1.1%
9,727
+31
32
$2.35M 1.09%
28,748
-40
33
$2.21M 1.03%
22,322
-362
34
$1.98M 0.92%
20,332
-70
35
$1.79M 0.84%
12,070
-111
36
$1.72M 0.8%
8,561
-54
37
$1.72M 0.8%
47,785
-66
38
$1.54M 0.72%
7,708
-32
39
$1.54M 0.72%
20,247
-56
40
$1.04M 0.48%
9,752
-120
41
$1.03M 0.48%
4,567
-40
42
$1.02M 0.48%
3,468
-125
43
$1M 0.47%
9,834
44
$857K 0.4%
4,486
-30
45
$825K 0.38%
4,814
-12
46
$808K 0.38%
10,022
-60
47
$728K 0.34%
1,540
-63
48
$675K 0.31%
14,387
-2,888
49
$638K 0.3%
953
-6
50
$493K 0.23%
3,181
-126
1
2
3