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DA

DCM Advisors Portfolio holdings

AUM $220M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$246K
3
+$110K
4
AGNC icon
AGNC Investment
AGNC
+$102K
5
CRM icon
Salesforce
CRM
+$73.6K

Top Sells

1
+$5.85M
2
+$3.97M
3
+$3.83M
4
NFLX icon
Netflix
NFLX
+$2.96M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.32M

Sector Composition

1 Financials 31.58%
2 Communication Services 21.94%
3 Technology 19.98%
4 Consumer Discretionary 6.3%
5 Energy 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
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