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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8M
3
+$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.64%
+17,779
52
$1.09M 0.63%
+10,000
53
$1.07M 0.62%
+82,120
54
$1.06M 0.62%
+39,432
55
$1.03M 0.6%
+34,200
56
$1.02M 0.6%
+4,500
57
$1.02M 0.59%
+5,002
58
$988K 0.58%
+4,200
59
$980K 0.57%
+32,526
60
$959K 0.56%
+10,470
61
$953K 0.56%
+12,000
62
$930K 0.54%
+10,000
63
$900K 0.52%
+42,000
64
$882K 0.51%
+35,000
65
$881K 0.51%
+17,500
66
$878K 0.51%
+3,000
67
$847K 0.49%
+58,000
68
$842K 0.49%
+120,000
69
$833K 0.49%
+55,000
70
$828K 0.48%
+112,000
71
$806K 0.47%
+10,000
72
$804K 0.47%
+21,000
73
$792K 0.46%
+8,500
74
$784K 0.46%
+25,000
75
$784K 0.46%
+43,000
1 2
3
4 5