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
$279M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.93M
3
+$1.5M
4
PFE icon
Pfizer
PFE
+$1.36M
5
RTX icon
RTX Corp
RTX
+$1.3M

Top Sells

1
+$1.96M
2
+$674K
3
+$237K
4
J icon
Jacobs Solutions
J
+$213K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$170K

Sector Composition

1 Financials 25.88%
2 Communication Services 21.26%
3 Technology 18.61%
4 Healthcare 8.09%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.22%
118,430
27
$3.29M 1.18%
927
-11
28
$3.25M 1.16%
27,990
+2,905
29
$3.16M 1.13%
23,723
-85
30
$3.11M 1.11%
107,879
+47,358
31
$2.93M 1.05%
17,234
-251
32
$2.27M 0.82%
24,176
+3,872
33
$2.23M 0.8%
27,725
34
$2.23M 0.8%
8,579
+1,927
35
$2.06M 0.74%
47,521
-329
36
$1.93M 0.69%
+51,282
37
$1.9M 0.68%
7,752
-132
38
$1.75M 0.63%
104,366
-116,929
39
$1.71M 0.61%
11,640
-419
40
$1.67M 0.6%
4,831
+1,674
41
$1.54M 0.55%
6,911
-136
42
$1.21M 0.43%
2,298
+868
43
$1.18M 0.42%
10,856
+3,249
44
$1.15M 0.41%
18,657
-210
45
$1.1M 0.39%
22,230
+4,500
46
$954K 0.34%
6,085
+3,024
47
$921K 0.33%
4,391
+264
48
$896K 0.32%
4,704
-75
49
$875K 0.31%
23,414
-6,351
50
$873K 0.31%
+2,800
1
2
3 4 5