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
$221M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$955K
3 +$224K
4
J icon
Jacobs Solutions
J
+$213K
5
NVDA icon
NVIDIA
NVDA
+$213K

Top Sells

1 +$1.74M
2 +$956K
3 +$613K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$518K
5
MSFT icon
Microsoft
MSFT
+$496K

Sector Composition

1 Financials 27.08%
2 Communication Services 23.43%
3 Technology 20.22%
4 Energy 6.37%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,403
77
-10,500
78
-2,544
79
-8,685