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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$837K 0.36%
+3,943
77
$831K 0.36%
3,568
+545
78
$827K 0.36%
+3,395
79
$827K 0.36%
9,212
+473
80
$786K 0.34%
+2,770
81
$771K 0.33%
+9,990
82
$760K 0.33%
3,188
-677
83
$756K 0.33%
16,428
+4,280
84
$725K 0.31%
+336
85
$717K 0.31%
4,755
+2,755
86
$694K 0.3%
10,166
-582
87
$694K 0.3%
8,457
88
$683K 0.3%
10,206
-1,659
89
$679K 0.29%
6,118
+518
90
$640K 0.28%
1,493
-77
91
$636K 0.27%
1,043
+232
92
$618K 0.27%
4,941
-409
93
$614K 0.27%
14,490
+2,250
94
$606K 0.26%
2,895
+1,895
95
$592K 0.26%
19,998
+298
96
$586K 0.25%
+6,915
97
$561K 0.24%
1,748
-565
98
$551K 0.24%
7,498
+2,026
99
$546K 0.24%
+1,785
100
$538K 0.23%
4,712
-748
2 3
4
5 6