DA

DCM Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.32%
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
+$874K
2
+$296K
3
+$197K
4
PYPL icon
PayPal
PYPL
+$181K
5
LOW icon
Lowe's Companies
LOW
+$181K

Top Sells

1
+$2.43M
2
+$780K
3
+$348K
4
C icon
Citigroup
C
+$241K
5
GS icon
Goldman Sachs
GS
+$200K

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
– –
-3,792
54
– –
-10,703
1 2
3