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
$260M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.64M
3
+$3.92M
4
CMCSA icon
Comcast
CMCSA
+$3.58M
5
DIS icon
Walt Disney
DIS
+$3.44M

Top Sells

1
+$1.39M
2
+$1.38M
3
+$1.33M
4
PAHC icon
Phibro Animal Health
PAHC
+$1.28M
5
COTY icon
Coty
COTY
+$1.24M

Sector Composition

1 Technology 23.51%
2 Financials 18.89%
3 Communication Services 13.95%
4 Healthcare 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.51%
4,569
+1,609
52
$1.3M 0.5%
+5,379
53
$1.29M 0.5%
3,676
-909
54
$1.28M 0.49%
+7,423
55
$1.25M 0.48%
17,665
+2,813
56
$1.22M 0.47%
+11,284
57
$1.21M 0.47%
1,447
-286
58
$1.21M 0.47%
+5,233
59
$1.2M 0.46%
3,574
+2,374
60
$1.2M 0.46%
+2,092
61
$1.18M 0.45%
6,782
-768
62
$1.17M 0.45%
9,820
+5,945
63
$1.16M 0.44%
+19,424
64
$1.15M 0.44%
15,747
-6,408
65
$1.14M 0.44%
+7,879
66
$1.12M 0.43%
2,082
+1,182
67
$1.12M 0.43%
+10,873
68
$1.1M 0.42%
12,838
-6,666
69
$1.09M 0.42%
22,848
-21,374
70
$1.08M 0.41%
4,074
+639
71
$1.07M 0.41%
+24,817
72
$1.03M 0.4%
+4,703
73
$995K 0.38%
13,066
+5,314
74
$972K 0.37%
13,387
+8,188
75
$964K 0.37%
37,432
-2,500
1 2
3
4 5