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
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.63%
9,963
+3,963
52
$1.08M 0.63%
120,000
53
$1.07M 0.62%
+12,000
54
$1.05M 0.61%
+9,509
55
$1.03M 0.6%
4,765
-1,235
56
$1.03M 0.6%
+6,000
57
$1.02M 0.59%
+35,900
58
$1.02M 0.59%
+5,407
59
$1.02M 0.59%
3,454
-550
60
$982K 0.57%
92,083
-19,917
61
$953K 0.55%
30,834
+1,834
62
$953K 0.55%
5,260
-5,594
63
$951K 0.55%
+44,000
64
$951K 0.55%
+5,000
65
$941K 0.55%
25,100
+4,600
66
$940K 0.55%
38,132
-1,300
67
$939K 0.55%
35,000
68
$934K 0.54%
37,000
69
$910K 0.53%
44,000
70
$891K 0.52%
21,221
+221
71
$881K 0.51%
+15,000
72
$879K 0.51%
92,586
+4,586
73
$842K 0.49%
+10,866
74
$828K 0.48%
+32,547
75
$822K 0.48%
+8,764
1 2
3
4 5