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
$199M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$329K
3
+$211K
4
DIS icon
Walt Disney
DIS
+$206K
5
LUMN icon
Lumen
LUMN
+$203K

Top Sells

1
+$2.57M
2
+$780K
3
+$358K
4
C icon
Citigroup
C
+$241K
5
GS icon
Goldman Sachs
GS
+$202K

Sector Composition

1 Financials 31.63%
2 Communication Services 21.03%
3 Technology 19.93%
4 Consumer Discretionary 7.61%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.31%
19,745
27
$2.43M 1.22%
14,513
+1
28
$2.23M 1.12%
13,108
29
$2.14M 1.08%
47,588
30
$2.02M 1.02%
44,271
31
$1.9M 0.96%
18,042
32
$1.89M 0.95%
86,064
+3
33
$1.76M 0.89%
11,589
34
$1.69M 0.85%
9,769
35
$1.31M 0.66%
10,748
-2,946
36
$842K 0.42%
4,517
+871
37
$789K 0.4%
2,871
-137
38
$730K 0.37%
6,144
-552
39
$714K 0.36%
24,656
40
$665K 0.34%
+28,137
41
$561K 0.28%
3,117
-216
42
$555K 0.28%
1,123
-61
43
$468K 0.24%
22,364
-1,766
44
$409K 0.21%
1,495
-85
45
$370K 0.19%
1,503
46
$344K 0.17%
23,602
-1,469
47
$242K 0.12%
496
-52
48
$240K 0.12%
1,392
-778
49
$211K 0.11%
+2,706
50
$203K 0.1%
+28,600
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