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
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.46%
27,847
+8,423
52
$1.56M 0.46%
9,766
+581
53
$1.52M 0.45%
3,525
-49
54
$1.51M 0.45%
2,506
+2,126
55
$1.5M 0.44%
5,597
+218
56
$1.42M 0.42%
6,548
+3,970
57
$1.41M 0.42%
19,497
+8,389
58
$1.4M 0.41%
5,514
-783
59
$1.4M 0.41%
10,510
+690
60
$1.4M 0.41%
37,611
-12,024
61
$1.38M 0.41%
7,540
+5,690
62
$1.34M 0.4%
+11,295
63
$1.3M 0.38%
13,647
-13,381
64
$1.25M 0.37%
4,142
+68
65
$1.22M 0.36%
23,451
+4,890
66
$1.21M 0.36%
6,016
+2,726
67
$1.21M 0.36%
7,240
+42
68
$1.21M 0.36%
16,500
+3,113
69
$1.2M 0.35%
501
+215
70
$1.2M 0.35%
4,824
+101
71
$1.19M 0.35%
1,856
-226
72
$1.19M 0.35%
4,073
+1,123
73
$1.19M 0.35%
3,576
-100
74
$1.16M 0.34%
+3,321
75
$1.15M 0.34%
7,134
+4,134
1 2
3
4 5