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
$213M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.94M
3 +$2.81M
4
META icon
Meta Platforms (Facebook)
META
+$1.73M
5
JPM icon
JPMorgan Chase
JPM
+$943K

Top Sells

1 +$4.04M
2 +$2.88M
3 +$842K
4
V icon
Visa
V
+$789K
5
IRM icon
Iron Mountain
IRM
+$730K

Sector Composition

1 Financials 33.85%
2 Technology 22.13%
3 Communication Services 21.2%
4 Consumer Discretionary 5.82%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,871