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
$233M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$510K
3
+$506K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402K
5
MA icon
Mastercard
MA
+$381K

Top Sells

1
+$1.73M
2
+$387K
3
+$215K
4
BMY icon
Bristol-Myers Squibb
BMY
+$214K
5
MRK icon
Merck
MRK
+$176K

Sector Composition

1 Financials 26.81%
2 Communication Services 22.29%
3 Technology 21.59%
4 Industrials 6.61%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.39%
17,513
-231
27
$3.21M 1.37%
9,730
+3
28
$2.8M 1.2%
40,549
-25,017
29
$2.58M 1.11%
24,930
+2,608
30
$2.55M 1.09%
946
-14
31
$2.3M 0.99%
28,736
-12
32
$2.29M 0.98%
23,994
-14
33
$2.22M 0.95%
60,556
-39
34
$1.98M 0.85%
20,317
-15
35
$1.83M 0.78%
12,064
-6
36
$1.73M 0.74%
7,687
-21
37
$1.73M 0.74%
8,444
-117
38
$1.59M 0.68%
6,714
+2,147
39
$1.58M 0.68%
47,752
-33
40
$1.35M 0.58%
20,267
+20
41
$1.04M 0.45%
3,356
-112
42
$949K 0.41%
8,223
-1,529
43
$931K 0.4%
4,486
44
$883K 0.38%
10,022
45
$862K 0.37%
1,793
+253
46
$830K 0.36%
4,779
-35
47
$811K 0.35%
9,734
-100
48
$674K 0.29%
6,185
+1,511
49
$665K 0.29%
14,446
+59
50
$659K 0.28%
953
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