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
126
$399K 0.23%
7,892
+2,959
127
$399K 0.23%
21,900
128
$399K 0.23%
18,367
+4,596
129
$399K 0.23%
996
+33
130
$396K 0.22%
+1,090
131
$391K 0.22%
6,409
+520
132
$390K 0.22%
5,000
133
$389K 0.22%
1,200
134
$387K 0.22%
5,428
-19,690
135
$382K 0.22%
2,923
+194
136
$380K 0.22%
22,090
+500
137
$379K 0.22%
5,000
138
$364K 0.21%
+3,885
139
$358K 0.2%
+1,600
140
$351K 0.2%
6,253
-20,657
141
$351K 0.2%
5,199
-7,497
142
$346K 0.2%
7,359
+42
143
$344K 0.2%
9,000
144
$342K 0.19%
+14,450
145
$336K 0.19%
15,000
+5,000
146
$330K 0.19%
7,300
+300
147
$326K 0.19%
9,540
+3,500
148
$324K 0.18%
2,441
+50
149
$321K 0.18%
880
+66
150
$316K 0.18%
6,750
4 5
6
7 8