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
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.33%
3,293
-804
77
$1.12M 0.33%
43,080
+9,407
78
$1.09M 0.32%
10,107
+3,544
79
$1.08M 0.32%
22,730
-10,270
80
$1.08M 0.32%
1,905
-1,487
81
$1.07M 0.31%
5,285
+28
82
$1.07M 0.31%
9,408
+4,190
83
$1.04M 0.31%
5,227
+643
84
$1.03M 0.3%
6,282
+1,881
85
$1.02M 0.3%
6,511
+3,479
86
$983K 0.29%
4,713
-1,858
87
$972K 0.29%
1,498
+193
88
$970K 0.29%
9,696
-30
89
$930K 0.27%
+8,988
90
$916K 0.27%
1,941
-24
91
$909K 0.27%
2,582
+617
92
$901K 0.27%
10,714
-5,033
93
$892K 0.26%
8,279
+1,729
94
$889K 0.26%
11,171
-6
95
$865K 0.26%
5,098
+1,598
96
$861K 0.25%
6,250
+570
97
$849K 0.25%
5,312
+35
98
$848K 0.25%
+5,421
99
$845K 0.25%
11,663
+2,691
100
$844K 0.25%
10,590
+94
2 3
4
5 6