DA

DCM Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.57M
3
+$3.27M
4
DIS icon
Walt Disney
DIS
+$3.26M
5
CMCSA icon
Comcast
CMCSA
+$3.04M

Top Sells

1
+$2M
2
+$1.97M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47M
5
TSLA icon
Tesla
TSLA
+$1.46M

Sector Composition

1 Financials 29.65%
2 Communication Services 18.81%
3 Technology 17.08%
4 Healthcare 9.19%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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