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
$243M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$341K
2
+$205K
3
+$202K
4
CRM icon
Salesforce
CRM
+$105K
5
AMZN icon
Amazon
AMZN
+$40.9K

Top Sells

1
+$4.55M
2
+$4.32M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.93M

Sector Composition

1 Financials 28.66%
2 Communication Services 23.68%
3 Technology 17.65%
4 Healthcare 6.77%
5 Energy 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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