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
$243M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$341K
2
+$205K
3
+$202K
4
CRM icon
Salesforce
CRM
+$105K
5
AMZN icon
Amazon
AMZN
+$40.9K

Top Sells

1
+$4.55M
2
+$4.32M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 28.66%
2 Communication Services 23.68%
3 Technology 17.65%
4 Healthcare 6.77%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.2%
23,390
+1,524
52
$450K 0.19%
5,168
-4,075
53
$406K 0.17%
1,978
-2,413
54
$393K 0.16%
1,305
+348
55
$391K 0.16%
2,399
+11
56
$385K 0.16%
6,082
-6,314
57
$373K 0.15%
24,220
+1,606
58
$364K 0.15%
2,299
-3,786
59
$358K 0.15%
1,322
60
$341K 0.14%
4,709
-4,595
61
$341K 0.14%
+2,570
62
$329K 0.14%
665
-1,633
63
$311K 0.13%
1,202
-747
64
$289K 0.12%
1,990
-1,649
65
$286K 0.12%
980
-653
66
$271K 0.11%
1,085
-686
67
$270K 0.11%
2,372
-2,597
68
$248K 0.1%
4,339
-23,386
69
$236K 0.1%
2,544
70
$235K 0.1%
1,276
-762
71
$227K 0.09%
755
-500
72
$226K 0.09%
8,403
73
$217K 0.09%
11,381
+1,185
74
$205K 0.08%
+2,937
75
$202K 0.08%
+3,495
1 2
3
4 5