DA

DCM Advisors Portfolio holdings

AUM $237M
1-Year Est. Return 30.46%
This Quarter Est. Return
1 Year Est. Return
+30.46%
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
+$3.88M
2
+$3.58M
3
+$3.26M
4
CMCSA icon
Comcast
CMCSA
+$3.22M
5
DIS icon
Walt Disney
DIS
+$2.96M

Top Sells

1
+$1.82M
2
+$1.68M
3
+$1.49M
4
TSLA icon
Tesla
TSLA
+$1.46M
5
UNH icon
UnitedHealth
UNH
+$1.43M

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
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