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
$233M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$652K
2 +$510K
3 +$506K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402K
5
MA icon
Mastercard
MA
+$381K

Top Sells

1 +$1.73M
2 +$387K
3 +$215K
4
BMY icon
Bristol-Myers Squibb
BMY
+$214K
5
MRK icon
Merck
MRK
+$176K

Sector Composition

1 Financials 26.81%
2 Communication Services 22.29%
3 Technology 21.59%
4 Industrials 6.61%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,086
77
-3,083