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
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.46%
12,696
+6,927
77
$783K 0.46%
+15,000
78
$777K 0.45%
25,653
+16,253
79
$769K 0.45%
+14,000
80
$763K 0.44%
+4,610
81
$751K 0.44%
37,000
-5,000
82
$739K 0.43%
+27,300
83
$721K 0.42%
3,100
-2,900
84
$713K 0.41%
+12,000
85
$712K 0.41%
5,600
-8,400
86
$696K 0.41%
+36,947
87
$688K 0.4%
109,196
+11,500
88
$668K 0.39%
18,700
89
$667K 0.39%
+23,800
90
$654K 0.38%
4,925
-11,325
91
$647K 0.38%
10,600
+5,000
92
$643K 0.37%
+26,444
93
$640K 0.37%
+4,800
94
$620K 0.36%
7,042
+1,525
95
$620K 0.36%
4,600
-5,400
96
$610K 0.36%
+25,000
97
$603K 0.35%
+500
98
$592K 0.34%
3,600
-6,400
99
$577K 0.34%
7,400
-1,600
100
$572K 0.33%
+5,000
2 3
4
5 6