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

Top Buys

1
+$318K
2
+$199K
3
+$197K
4
CRM icon
Salesforce
CRM
+$100K
5
AMZN icon
Amazon
AMZN
+$37.9K

Top Sells

1
+$4.38M
2
+$4.14M
3
+$4.1M
4
META icon
Meta Platforms (Facebook)
META
+$2.89M
5
JPM icon
JPMorgan Chase
JPM
+$1.74M

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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110
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115
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1 2 3 4
5