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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8M
3
+$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.46%
+29,000
77
$772K 0.45%
+44,000
78
$762K 0.44%
+88,000
79
$761K 0.44%
+3,249
80
$757K 0.44%
+26,000
81
$753K 0.44%
+37,000
82
$737K 0.43%
+39,000
83
$726K 0.42%
+35,000
84
$672K 0.39%
+19,630
85
$665K 0.39%
+5,340
86
$664K 0.39%
+9,000
87
$663K 0.39%
+5,000
88
$654K 0.38%
+35,000
89
$643K 0.37%
+20,500
90
$600K 0.35%
+2,695
91
$594K 0.35%
+5,423
92
$587K 0.34%
+3,025
93
$582K 0.34%
+6,000
94
$549K 0.32%
+18,700
95
$538K 0.31%
+16,250
96
$534K 0.31%
+2,439
97
$530K 0.31%
+11,950
98
$530K 0.31%
+7,000
99
$529K 0.31%
+97,696
100
$526K 0.31%
+5,119
2 3
4
5 6