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
$172M
AUM Growth
+$149K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.46M
3
+$1.35M
4
INTC icon
Intel
INTC
+$1.28M
5
MET icon
MetLife
MET
+$1.28M

Top Sells

1
+$4.37M
2
+$1.93M
3
+$1.93M
4
NEE icon
NextEra Energy
NEE
+$1.92M
5
CVX icon
Chevron
CVX
+$1.81M

Sector Composition

1 Technology 20.51%
2 Financials 15.11%
3 Consumer Discretionary 12.27%
4 Industrials 11.28%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.18%
13,771
+331
152
$313K 0.18%
+1,226
153
$313K 0.18%
2,391
154
$294K 0.17%
600
155
$290K 0.17%
814
+46
156
$289K 0.17%
6,000
157
$288K 0.17%
+11,000
158
$286K 0.17%
+12,259
159
$282K 0.16%
6,750
-5,200
160
$279K 0.16%
+10,500
161
$276K 0.16%
20,828
-508
162
$276K 0.16%
+5,190
163
$271K 0.16%
+5,080
164
$271K 0.16%
+10,300
165
$270K 0.16%
+1,490
166
$270K 0.16%
1,800
167
$270K 0.16%
1,212
-2,988
168
$269K 0.16%
+10,000
169
$268K 0.16%
700
170
$262K 0.15%
1,155
-419
171
$259K 0.15%
2,825
-2,294
172
$258K 0.15%
+1,824
173
$256K 0.15%
10,200
+2,800
174
$249K 0.14%
+5,000
175
$248K 0.14%
1,800
5 6
7
8 9