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
$172M
AUM Growth
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.33%
50,706
-5,900
102
$541K 0.31%
3,380
-3,090
103
$534K 0.31%
4,000
104
$533K 0.31%
+11,933
105
$533K 0.31%
80,000
-10,000
106
$533K 0.31%
7,500
107
$531K 0.31%
+15,000
108
$529K 0.31%
7,000
109
$529K 0.31%
+12,000
110
$525K 0.31%
15,550
-700
111
$523K 0.3%
3,000
-25
112
$522K 0.3%
+90,720
113
$517K 0.3%
2,443
+4
114
$507K 0.3%
37,960
-44,160
115
$505K 0.29%
+25,000
116
$490K 0.29%
15,308
-1,000
117
$469K 0.27%
20,650
+5,650
118
$461K 0.27%
6,350
+2,300
119
$459K 0.27%
5,830
+830
120
$457K 0.27%
+7,629
121
$455K 0.26%
4,840
+2,915
122
$449K 0.26%
+35,000
123
$447K 0.26%
+46,500
124
$444K 0.26%
140,000
125
$437K 0.25%
3,500
-35,000
3 4
5
6 7