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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.52%
5,368
-128
52
$1.14M 0.49%
7,941
+879
53
$1.1M 0.48%
+8,177
54
$1.09M 0.47%
10,244
-887
55
$1.08M 0.46%
12,958
-1,201
56
$1.05M 0.46%
11,011
-1,008
57
$1.05M 0.46%
6,113
-1,037
58
$1.03M 0.44%
67,260
-32,280
59
$997K 0.43%
20,520
-21,090
60
$978K 0.42%
11,920
-794
61
$963K 0.42%
4,285
+628
62
$955K 0.41%
4,100
-600
63
$948K 0.41%
20,608
+1,220
64
$911K 0.39%
9,227
-5,009
65
$906K 0.39%
5,357
+589
66
$904K 0.39%
5,204
+939
67
$902K 0.39%
516
+56
68
$865K 0.37%
2,741
+2,021
69
$861K 0.37%
4,851
+555
70
$861K 0.37%
2,641
-331
71
$857K 0.37%
3,600
-700
72
$857K 0.37%
+4,390
73
$857K 0.37%
37,388
+305
74
$845K 0.37%
5,175
-397
75
$843K 0.36%
21,635
-2,830
1 2
3
4 5