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
$231M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.22M
3
+$1.1M
4
ENPH icon
Enphase Energy
ENPH
+$857K
5
RH icon
RH
RH
+$837K

Top Sells

1
+$1.68M
2
+$1.43M
3
+$1.31M
4
TGNA icon
TEGNA Inc
TGNA
+$1.2M
5
BAC icon
Bank of America
BAC
+$1.16M

Sector Composition

1 Technology 23.66%
2 Financials 18.44%
3 Communication Services 14.87%
4 Healthcare 12.04%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.17%
15,708
+1,708
127
$390K 0.17%
+4,359
128
$380K 0.16%
1,538
+718
129
$375K 0.16%
+18,000
130
$374K 0.16%
1,879
-854
131
$371K 0.16%
1,240
-2,559
132
$365K 0.16%
4,713
-722
133
$361K 0.16%
+9,425
134
$359K 0.16%
+930
135
$355K 0.15%
+7,803
136
$348K 0.15%
+920
137
$344K 0.15%
+7,000
138
$341K 0.15%
+2,100
139
$332K 0.14%
7,854
+591
140
$332K 0.14%
+21,000
141
$326K 0.14%
5,571
-7,000
142
$323K 0.14%
+840
143
$317K 0.14%
+13,300
144
$315K 0.14%
2,083
+170
145
$309K 0.13%
+4,020
146
$309K 0.13%
4,974
-581
147
$304K 0.13%
3,952
-11,778
148
$299K 0.13%
+8,000
149
$298K 0.13%
+22,177
150
$295K 0.13%
+4,700
4 5
6
7 8