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
$243M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$341K
2
+$205K
3
+$202K
4
CRM icon
Salesforce
CRM
+$105K
5
AMZN icon
Amazon
AMZN
+$40.9K

Top Sells

1
+$4.55M
2
+$4.32M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 28.66%
2 Communication Services 23.68%
3 Technology 17.65%
4 Healthcare 6.77%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.25%
837
-90
27
$3M 1.24%
108,128
+249
28
$2.99M 1.23%
100,761
-17,669
29
$2.86M 1.18%
14,803
-2,422
30
$2.76M 1.14%
15,771
-1,463
31
$2.65M 1.09%
20,855
-7,135
32
$2.22M 0.91%
24,176
33
$2.15M 0.89%
51,187
-95
34
$2.11M 0.87%
47,149
-372
35
$1.87M 0.77%
11,509
-131
36
$1.64M 0.68%
93,446
-10,920
37
$1.59M 0.66%
17,630
-4,600
38
$1.24M 0.51%
4,433
-4,146
39
$1M 0.41%
4,074
-3,678
40
$949K 0.39%
5,260
+227
41
$897K 0.37%
3,522
-3,389
42
$781K 0.32%
17,821
-5,593
43
$746K 0.31%
1,944
-2,887
44
$669K 0.28%
9,986
-8,671
45
$632K 0.26%
2,744
-1,960
46
$625K 0.26%
4,739
-6,117
47
$555K 0.23%
3,443
+22
48
$540K 0.22%
1,122
+9
49
$536K 0.22%
6,680
+164
50
$493K 0.2%
3,001
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2
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