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
$199M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$665K
2 +$329K
3 +$211K
4
DIS icon
Walt Disney
DIS
+$206K
5
LUMN icon
Lumen
LUMN
+$203K

Top Sells

1 +$2.57M
2 +$780K
3 +$358K
4
C icon
Citigroup
C
+$241K
5
GS icon
Goldman Sachs
GS
+$202K

Sector Composition

1 Financials 31.63%
2 Communication Services 21.03%
3 Technology 19.93%
4 Consumer Discretionary 7.61%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.1%
+746
52
-35,215
53
-10,703
54
-3,792