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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.66%
28,780
+740
52
$1.16M 0.66%
6,089
-2,911
53
$1.16M 0.66%
+14,852
54
$1.16M 0.66%
57,840
+19,880
55
$1.15M 0.65%
5,538
+131
56
$1.13M 0.64%
82,924
-1,234
57
$1.12M 0.64%
+15,352
58
$1.09M 0.62%
22,144
+923
59
$1.08M 0.61%
+5,776
60
$1.07M 0.61%
5,538
+538
61
$1.05M 0.6%
38,771
+3,771
62
$1.04M 0.59%
50,594
-26,463
63
$1.03M 0.58%
39,932
+1,800
64
$1.02M 0.58%
30,237
+2,937
65
$954K 0.54%
44,076
+76
66
$923K 0.52%
20,711
+2,011
67
$920K 0.52%
+2,960
68
$914K 0.52%
32,120
+1,286
69
$879K 0.5%
5,016
-244
70
$868K 0.49%
97,436
+4,850
71
$856K 0.49%
33,227
+680
72
$855K 0.49%
3,435
+335
73
$821K 0.47%
110,796
+1,600
74
$817K 0.46%
4,437
-173
75
$816K 0.46%
15,504
+1,504
1 2
3
4 5