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
$233M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$510K
3
+$506K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402K
5
MA icon
Mastercard
MA
+$381K

Top Sells

1
+$1.73M
2
+$387K
3
+$215K
4
BMY icon
Bristol-Myers Squibb
BMY
+$214K
5
MRK icon
Merck
MRK
+$176K

Sector Composition

1 Financials 26.81%
2 Communication Services 22.29%
3 Technology 21.59%
4 Industrials 6.61%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.24%
4,275
+1,954
52
$546K 0.23%
1,657
53
$543K 0.23%
12,840
+5,150
54
$527K 0.23%
3,181
55
$516K 0.22%
3,681
56
$506K 0.22%
+3,320
57
$405K 0.17%
3,001
58
$405K 0.17%
1,841
59
$390K 0.17%
2,024
60
$383K 0.16%
2,038
61
$381K 0.16%
+970
62
$374K 0.16%
+6,586
63
$351K 0.15%
+18,656
64
$332K 0.14%
2,335
+72
65
$324K 0.14%
1,322
66
$321K 0.14%
6,537
-289
67
$289K 0.12%
3,977
68
$287K 0.12%
+21,385
69
$275K 0.12%
7,412
+149
70
$264K 0.11%
2,262
71
$211K 0.09%
2,544
72
$209K 0.09%
+8,685
73
$208K 0.09%
2,909
74
$203K 0.09%
8,403
75
$81K 0.03%
+10,500
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3
4