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
$176M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.49M
3
+$1.16M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.15M
5
CNC icon
Centene
CNC
+$1.12M

Top Sells

1
+$2.05M
2
+$1.74M
3
+$1.55M
4
CMA icon
Comerica
CMA
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Sector Composition

1 Technology 19.65%
2 Financials 14.81%
3 Communication Services 11.9%
4 Consumer Discretionary 11.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$316K 0.18%
1,490
152
$311K 0.18%
+1,325
153
$306K 0.17%
1,800
154
$302K 0.17%
+515
155
$301K 0.17%
2,597
-14,980
156
$297K 0.17%
4,950
-50
157
$284K 0.16%
6,000
158
$280K 0.16%
5,080
159
$280K 0.16%
+4,800
160
$277K 0.16%
1,221
+9
161
$276K 0.16%
+14,106
162
$274K 0.16%
2,000
-919
163
$273K 0.15%
1,803
-21
164
$268K 0.15%
10,400
+200
165
$265K 0.15%
2,970
+145
166
$262K 0.15%
1,155
167
$261K 0.15%
9,900
-600
168
$260K 0.15%
1,852
-703
169
$254K 0.14%
22,200
+1,372
170
$253K 0.14%
1,500
-815
171
$249K 0.14%
10,300
+300
172
$247K 0.14%
10,200
173
$237K 0.13%
7,800
-200
174
$237K 0.13%
+425
175
$232K 0.13%
+13,000
5 6
7
8 9