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
126
$595K 0.18%
+18,576
127
$593K 0.17%
1,518
-53
128
$584K 0.17%
8,069
+202
129
$570K 0.17%
+2,273
130
$555K 0.16%
1,500
131
$553K 0.16%
840
132
$550K 0.16%
4,800
133
$542K 0.16%
+2,370
134
$531K 0.16%
+5,000
135
$518K 0.15%
+6,751
136
$506K 0.15%
+4,665
137
$503K 0.15%
7,000
138
$501K 0.15%
3,876
-9,241
139
$497K 0.15%
1,200
140
$487K 0.14%
+5,987
141
$487K 0.14%
+7,985
142
$485K 0.14%
8,936
+550
143
$476K 0.14%
5,472
+1,372
144
$469K 0.14%
+2,580
145
$462K 0.14%
2,631
+1,431
146
$448K 0.13%
+264
147
$435K 0.13%
2,544
-1,598
148
$434K 0.13%
+2,244
149
$429K 0.13%
3,000
-2,000
150
$425K 0.13%
5,465
-1,800
4 5
6
7 8