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
$189M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$263K
3
+$104K
4
AGNC icon
AGNC Investment
AGNC
+$102K
5
CRM icon
Salesforce
CRM
+$70.7K

Top Sells

1
+$6.07M
2
+$4.32M
3
+$4.2M
4
NFLX icon
Netflix
NFLX
+$3.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.5M

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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