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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$779K 0.44%
5,318
+518
77
$763K 0.43%
3,986
+386
78
$751K 0.43%
25,026
-627
79
$739K 0.42%
+11,431
80
$735K 0.42%
+5,030
81
$729K 0.41%
+2,443
82
$723K 0.41%
+5,538
83
$712K 0.4%
37,969
+1,022
84
$711K 0.4%
+7,752
85
$709K 0.4%
8,191
+791
86
$668K 0.38%
44,980
-83,200
87
$665K 0.38%
88,678
+8,678
88
$655K 0.37%
50,906
+200
89
$632K 0.36%
26,594
+150
90
$619K 0.35%
16,625
+1,625
91
$609K 0.35%
66,446
-25,637
92
$594K 0.34%
50,321
+3,821
93
$591K 0.34%
100,427
+9,707
94
$585K 0.33%
3,420
+420
95
$575K 0.33%
+7,752
96
$557K 0.32%
10,500
-100
97
$557K 0.32%
22,805
+2,155
98
$552K 0.31%
16,050
+500
99
$552K 0.31%
14,660
+9,470
100
$550K 0.31%
27,687
+2,687
2 3
4
5 6