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
$221M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$955K
3
+$224K
4
J icon
Jacobs Solutions
J
+$213K
5
NVDA icon
NVIDIA
NVDA
+$213K

Top Sells

1
+$1.74M
2
+$956K
3
+$613K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$518K
5
MSFT icon
Microsoft
MSFT
+$496K

Sector Composition

1 Financials 27.08%
2 Communication Services 23.43%
3 Technology 20.22%
4 Energy 6.37%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.34%
17,485
-28
27
$2.95M 1.33%
15,393
-444
28
$2.89M 1.31%
938
-8
29
$2.86M 1.29%
23,808
-186
30
$2.7M 1.22%
38,677
-1,872
31
$2.56M 1.16%
9,692
-38
32
$2.53M 1.14%
27,725
-1,011
33
$2.01M 0.91%
60,521
-35
34
$1.88M 0.85%
20,304
-13
35
$1.76M 0.79%
12,059
-5
36
$1.61M 0.73%
7,884
-560
37
$1.58M 0.71%
47,850
+98
38
$1.53M 0.69%
6,652
-62
39
$1.46M 0.66%
7,047
-640
40
$1.1M 0.5%
18,867
-1,400
41
$955K 0.43%
+29,765
42
$954K 0.43%
3,157
-199
43
$783K 0.35%
7,607
-616
44
$780K 0.35%
4,779
45
$772K 0.35%
8,904
-830
46
$771K 0.35%
17,730
+4,890
47
$762K 0.34%
4,127
-359
48
$742K 0.34%
9,467
-555
49
$721K 0.33%
1,430
-363
50
$566K 0.26%
3,408
+88
1
2
3 4