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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$549K 0.31%
+2,000
102
$547K 0.31%
140,000
103
$540K 0.31%
3,263
-117
104
$539K 0.31%
5,078
+238
105
$537K 0.3%
38,732
+3,732
106
$531K 0.3%
840
+240
107
$530K 0.3%
6,350
108
$528K 0.3%
22,000
+11,000
109
$511K 0.29%
12,069
+3,340
110
$490K 0.28%
3,500
111
$479K 0.27%
+13,000
112
$477K 0.27%
15,308
113
$477K 0.27%
1,500
114
$455K 0.26%
7,000
115
$454K 0.26%
9,976
-1,957
116
$444K 0.25%
3,115
-885
117
$444K 0.25%
+3,875
118
$441K 0.25%
900
+200
119
$436K 0.25%
1,567
+341
120
$435K 0.25%
4,800
-2,242
121
$426K 0.24%
7,606
+1,700
122
$423K 0.24%
27,370
123
$420K 0.24%
6,641
-988
124
$412K 0.23%
15,872
+2,000
125
$405K 0.23%
15,359
+3,100
3 4
5
6 7