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DA

DCM Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$524K
3
+$27.9K
4
OBDC icon
Blue Owl Capital
OBDC
+$1.51K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$419

Top Sells

1
+$2.87M
2
+$1.65M
3
+$1.56M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
LUMN icon
Lumen
LUMN
+$741K

Sector Composition

1 Financials 34.92%
2 Technology 23.59%
3 Communication Services 18.86%
4 Healthcare 5.38%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.2%
20,935
-919
27
$2.64M 1.11%
12,224
-319
28
$2.6M 1.1%
92,222
-8,881
29
$2M 0.84%
45,427
-1,617
30
$1.93M 0.81%
13,726
-588
31
$1.78M 0.75%
18,815
-862
32
$1.61M 0.68%
33,216
-1,957
33
$1.56M 0.66%
10,160
-436
34
$835K 0.35%
32,788
+1,129
35
$752K 0.32%
+46,250
36
$429K 0.18%
22,938
-410
37
$406K 0.17%
+221,994
38
$288K 0.12%
23,645
+106
39
– –
-51,929
40
– –
-169,200
41
– –
-11,068
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