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
$339M
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$8.15M
3
+$5.52M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
META icon
Meta Platforms (Facebook)
META
+$2.43M

Top Sells

1
+$1.57M
2
+$1.55M
3
+$1.5M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.44M
5
VEEV icon
Veeva Systems
VEEV
+$1.32M

Sector Composition

1 Technology 25.86%
2 Financials 19.81%
3 Communication Services 14.11%
4 Healthcare 10.24%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$835K 0.25%
12,391
+6,857
102
$830K 0.24%
3,642
+77
103
$828K 0.24%
+3,330
104
$810K 0.24%
5,751
+3,145
105
$804K 0.24%
21,220
+168
106
$792K 0.23%
+8,202
107
$790K 0.23%
+8,459
108
$773K 0.23%
9,887
-48
109
$755K 0.22%
36,345
-7,335
110
$750K 0.22%
+7,372
111
$737K 0.22%
10,292
-523
112
$723K 0.21%
+5,295
113
$719K 0.21%
20,679
-273
114
$704K 0.21%
+11,651
115
$700K 0.21%
+1,590
116
$683K 0.2%
140,000
117
$667K 0.2%
11,192
-1,808
118
$653K 0.19%
35,203
-161
119
$644K 0.19%
+61,369
120
$643K 0.19%
17,431
+6,210
121
$634K 0.19%
+5,295
122
$629K 0.19%
+6,680
123
$624K 0.18%
10,290
+3,732
124
$623K 0.18%
+5,274
125
$616K 0.18%
+1,329
3 4
5
6 7