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
$279M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.93M
3
+$1.5M
4
PFE icon
Pfizer
PFE
+$1.36M
5
RTX icon
RTX Corp
RTX
+$1.3M

Top Sells

1
+$1.96M
2
+$674K
3
+$237K
4
J icon
Jacobs Solutions
J
+$213K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$170K

Sector Composition

1 Financials 25.88%
2 Communication Services 21.26%
3 Technology 18.61%
4 Healthcare 8.09%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.17%
+6,423
77
$460K 0.16%
+11,900
78
$456K 0.16%
6,516
-268
79
$447K 0.16%
+3,000
80
$443K 0.16%
+4,000
81
$442K 0.16%
+2,595
82
$442K 0.16%
3,001
83
$440K 0.16%
1,949
-75
84
$438K 0.16%
21,866
+2,287
85
$414K 0.15%
+10,000
86
$413K 0.15%
1,771
-70
87
$400K 0.14%
+6,700
88
$400K 0.14%
+3,000
89
$394K 0.14%
+3,800
90
$371K 0.13%
2,038
91
$364K 0.13%
+10,457
92
$360K 0.13%
+2,500
93
$359K 0.13%
+7,100
94
$357K 0.13%
2,388
95
$344K 0.12%
+1,255
96
$334K 0.12%
22,614
+613
97
$331K 0.12%
1,322
98
$296K 0.11%
+508
99
$274K 0.1%
+2,000
100
$266K 0.1%
7,382
-30
1 2 3
4
5