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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8M
3
+$4.76M
4
AMZN icon
Amazon
AMZN
+$3.35M
5
JPM icon
JPMorgan Chase
JPM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Financials 16.12%
3 Consumer Discretionary 11.75%
4 Industrials 10.22%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.17%
+5,185
152
$281K 0.16%
+10,650
153
$277K 0.16%
+4,703
154
$274K 0.16%
+3,000
155
$274K 0.16%
+768
156
$266K 0.15%
+5,000
157
$266K 0.15%
+700
158
$264K 0.15%
+7,000
159
$261K 0.15%
+8,862
160
$261K 0.15%
+5,600
161
$260K 0.15%
+1,800
162
$248K 0.14%
+9,000
163
$248K 0.14%
+450
164
$246K 0.14%
+21,336
165
$242K 0.14%
+5,500
166
$236K 0.14%
+8,000
167
$235K 0.14%
+1,800
168
$232K 0.14%
+3,804
169
$231K 0.13%
+215
170
$227K 0.13%
+3,360
171
$221K 0.13%
+810
172
$220K 0.13%
+900
173
$219K 0.13%
+3,400
174
$214K 0.12%
+2,300
175
$213K 0.12%
+10,000
5 6
7
8 9